Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Employee
Years
Job
Industry
Kelsey Hammon Kelsey Hammon's Wells Fargo Advisors Experience August 2006 - August 2013
Job SpeechLanguage Pathology Intern at The Center for Early Intervention on Deafness (CEID)
Industry Hospital & Health Care
Experience
Wells Fargo Advisors August 2006 - August 2013
Skills
Series 63, Account Management, Series 7, Speech Therapy, Team Leadership
Education
San Jose State University 2013 — 2015
Master of Arts (MA), Speech-Language Pathology/Pathologist
University of California, Santa Cruz 2001 — 2005
Bachelor of Arts (BA), Business Management Economics
Wells Fargo Advisors August 2006 - August 2013
Skills
Series 63, Account Management, Series 7, Speech Therapy, Team Leadership
Education
San Jose State University 2013 — 2015
Master of Arts (MA), Speech-Language Pathology/Pathologist
University of California, Santa Cruz 2001 — 2005
Bachelor of Arts (BA), Business Management Economics
Vladimir Gorshkov Vladimir Gorshkov's Wells Fargo Advisors Experience June 2012 - August 2012
Job Product Specialist for Tesla Motors
Industry International Trade and Development
Experience
Tesla Motors March 2015 - Present
BrightCurrent July 2014 - December 2014
Integral Solutions International August 2014 - September 2014
Almaden Valley Athletic Club June 2013 - August 2013
Our Military Kids April 2012 - December 2012
Wells Fargo Advisors June 2012 - August 2012
The Tech Museum of Innovation June 2011 - August 2011
Skills
Economics, Microsoft Office, Editing, Nonprofits, Stata, Customer Service, Market Research, Public Speaking, Microsoft Excel, Spanish, Sales, English, Facebook, Microsoft Word, Statistics, Data Analysis, Leadership, PowerPoint, Advertising, French, SPSS, Social Media
Education
Santa Clara University 2013 — 2017
Economics
archbishop mitty high school
Tesla Motors March 2015 - Present
BrightCurrent July 2014 - December 2014
Integral Solutions International August 2014 - September 2014
Almaden Valley Athletic Club June 2013 - August 2013
Our Military Kids April 2012 - December 2012
Wells Fargo Advisors June 2012 - August 2012
The Tech Museum of Innovation June 2011 - August 2011
Skills
Economics, Microsoft Office, Editing, Nonprofits, Stata, Customer Service, Market Research, Public Speaking, Microsoft Excel, Spanish, Sales, English, Facebook, Microsoft Word, Statistics, Data Analysis, Leadership, PowerPoint, Advertising, French, SPSS, Social Media
Education
Santa Clara University 2013 — 2017
Economics
archbishop mitty high school
Lee Mankiewicz Lee Mankiewicz's Wells Fargo Advisors Experience June 2010 - Present
Job Senior Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2010 - Present
IXI Corporation January 2005 - July 2010
Integras Consulting, a division of Claritas Inc. January 2004 - January 2005
Nielsen Claritas August 2002 - January 2004
Skills
Technical Training, Presentations, Technical Presentations, Strategic Planning, Executive Management, Investments, Proposal Writing, Data Analysis, Training, Wealth Management, Series 7, Portfolio Management, Series 63
Education
San Diego State University-California State University 1993 — 1996
Bachelor of Arts (BA), Geographic Information Science and Cartography
Wells Fargo Advisors June 2010 - Present
IXI Corporation January 2005 - July 2010
Integras Consulting, a division of Claritas Inc. January 2004 - January 2005
Nielsen Claritas August 2002 - January 2004
Skills
Technical Training, Presentations, Technical Presentations, Strategic Planning, Executive Management, Investments, Proposal Writing, Data Analysis, Training, Wealth Management, Series 7, Portfolio Management, Series 63
Education
San Diego State University-California State University 1993 — 1996
Bachelor of Arts (BA), Geographic Information Science and Cartography
Michael Knight Michael Knight's Wells Fargo Advisors Experience March 2011 - May 2012
Job Business Development, Opportunity Exploration at Matisia
Industry Management Consulting
Experience
Matisia Consultants March 2014 - Present
FIBA Basketball Europe and Asia August 2012 - March 2014
Wells Fargo Advisors March 2011 - May 2012
Skills
Project Management, Proficient Typing Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Client Development, Manage Client..., Client Relations Skills, Proficient..., Task Management, Task Analysis, Project Delivery, Delegation, Communication, Team Leadership, Investments
Education
Seattle University 2007 — 2008
Liberal Studies, Communications and Global Studies, Business Communications and Global Studies
Seattle Preparatory School 2001 — 2004
High School
University of Maryland Baltimore County
Matisia Consultants March 2014 - Present
FIBA Basketball Europe and Asia August 2012 - March 2014
Wells Fargo Advisors March 2011 - May 2012
Skills
Project Management, Proficient Typing Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Client Development, Manage Client..., Client Relations Skills, Proficient..., Task Management, Task Analysis, Project Delivery, Delegation, Communication, Team Leadership, Investments
Education
Seattle University 2007 — 2008
Liberal Studies, Communications and Global Studies, Business Communications and Global Studies
Seattle Preparatory School 2001 — 2004
High School
University of Maryland Baltimore County
Joseph Dadashadeh Joseph Dadashadeh's Wells Fargo Advisors Experience April 2010 - June 2014
Job Vice President, Sr. Private Client Advisor at Bank of the West
Industry Financial Services
Experience
Bank of the West, Wealth Management June 2014 - Present
Wells Fargo Bank April 2012 - June 2014
Wells Fargo Advisors April 2010 - June 2014
Skills
Loans, Investments, Wealth Management, Banking, Credit, Private Banking, Mortgage Lending, Portfolio Management, Credit Analysis, Series 7, Commercial Lending, Consumer Lending, Mutual Funds, Retail Banking, Small Business Lending, Strategic Financial..., Equities, Fixed Income, Asset Allocation, Commercial Banking, Investment Banking, Financial Planning, Trust and Estate..., Lines Of Credit
Education
University of Phoenix 2009 — 2013
Bachelor's Degree, Business Administration and Management, General
San Jose City College
Bank of the West, Wealth Management June 2014 - Present
Wells Fargo Bank April 2012 - June 2014
Wells Fargo Advisors April 2010 - June 2014
Skills
Loans, Investments, Wealth Management, Banking, Credit, Private Banking, Mortgage Lending, Portfolio Management, Credit Analysis, Series 7, Commercial Lending, Consumer Lending, Mutual Funds, Retail Banking, Small Business Lending, Strategic Financial..., Equities, Fixed Income, Asset Allocation, Commercial Banking, Investment Banking, Financial Planning, Trust and Estate..., Lines Of Credit
Education
University of Phoenix 2009 — 2013
Bachelor's Degree, Business Administration and Management, General
San Jose City College
Nia Patricia Aquino Nia Patricia Aquino's Wells Fargo Advisors Experience August 2010 - August 2012
Job Member Contact Center Specialist at Technology Credit Union
Industry Financial Services
Experience
Technology Credit Union June 2012 - Present
Wells Fargo Advisors August 2010 - August 2012
Vans April 2009 - August 2010
Styles For Less, Inc. September 2008 - April 2009
Skills
Banking, Credit, Retail Banking, Loans, Consumer Lending, Cash Management, Financial Analysis, Customer Service, Credit Analysis, Finance, Microsoft Excel, Cross Selling, Financial Services, Deposits, Commercial Banking, Outlook, Mortgage Lending, Sales, Microsoft Office, Risk Management
Education
San Joaquin Delta College 2007 — 2009
San Joaquin Delta College
Technology Credit Union June 2012 - Present
Wells Fargo Advisors August 2010 - August 2012
Vans April 2009 - August 2010
Styles For Less, Inc. September 2008 - April 2009
Skills
Banking, Credit, Retail Banking, Loans, Consumer Lending, Cash Management, Financial Analysis, Customer Service, Credit Analysis, Finance, Microsoft Excel, Cross Selling, Financial Services, Deposits, Commercial Banking, Outlook, Mortgage Lending, Sales, Microsoft Office, Risk Management
Education
San Joaquin Delta College 2007 — 2009
San Joaquin Delta College
Montano Dalla Gasperina Montano Dalla Gasperina's Wells Fargo Advisors Experience 2010 - 2012
Job Investment Consultant at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management February 2013 - Present
Wells Fargo Advisors 2010 - 2012
Skills
Equities, Series 7, Asset Allocation, Series 63, Asset Management, Investments, Mutual Funds, Investment Strategies, Alternative Investments, Wealth Management, Portfolio Management, Finance, Fixed Income, Financial Services, Financial Analysis, Securities, Hedge Funds, Investment Management
Education
Seattle University 2004 — 2008
Finance Economics
Natixis Global Asset Management February 2013 - Present
Wells Fargo Advisors 2010 - 2012
Skills
Equities, Series 7, Asset Allocation, Series 63, Asset Management, Investments, Mutual Funds, Investment Strategies, Alternative Investments, Wealth Management, Portfolio Management, Finance, Fixed Income, Financial Services, Financial Analysis, Securities, Hedge Funds, Investment Management
Education
Seattle University 2004 — 2008
Finance Economics
Josh Coughran, AAMS® CCIM® Josh Coughran, AAMS® CCIM®'s Wells Fargo Advisors Experience July 1998 - May 2000
Job Managing Partner
Industry Investment Management
Experience
Titan Retirement Advisors, LLC October 2012 - Present
Coughran & William Properties, Inc December 1996 - Present
Coughran Capital Management, LLC 2008 - October 2012
Wells Fargo Advisors July 1998 - May 2000
Skills
Portfolio Management, Investment Strategies, Hedge Funds, Retirement Planning, Real Estate Economics, Financial Advisory, Mutual Funds, Asset Allocation, Equities, Alternative Investments, Finance, Real Estate, Brokerage, Real Estate Transactions, Investment Properties, Investment Advisory, Fixed Annuities, Venture Capital, Real Estate Development, Strategic Financial..., Retirement, Financial Analysis, Financial Markets, Entrepreneurship, 401k, Stock Market, Managed Money, Retirement Plan..., Real Estate Investor, Private Placements, Wealth Management, Financial Planning, Certified Commercial..., Real Estate Investment, Real Estate Negotiation, Real Estate Finance, Private Equity
Education
San Jose State University 1997 — 2001
Bachelor of Arts (B.A.), Business Administration and Finance
West Valley College 1995 — 1997
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Los Gatos High School 1993 — 1994
Bellarmine College Preparatory 1990 — 1993
Titan Retirement Advisors, LLC October 2012 - Present
Coughran & William Properties, Inc December 1996 - Present
Coughran Capital Management, LLC 2008 - October 2012
Wells Fargo Advisors July 1998 - May 2000
Skills
Portfolio Management, Investment Strategies, Hedge Funds, Retirement Planning, Real Estate Economics, Financial Advisory, Mutual Funds, Asset Allocation, Equities, Alternative Investments, Finance, Real Estate, Brokerage, Real Estate Transactions, Investment Properties, Investment Advisory, Fixed Annuities, Venture Capital, Real Estate Development, Strategic Financial..., Retirement, Financial Analysis, Financial Markets, Entrepreneurship, 401k, Stock Market, Managed Money, Retirement Plan..., Real Estate Investor, Private Placements, Wealth Management, Financial Planning, Certified Commercial..., Real Estate Investment, Real Estate Negotiation, Real Estate Finance, Private Equity
Education
San Jose State University 1997 — 2001
Bachelor of Arts (B.A.), Business Administration and Finance
West Valley College 1995 — 1997
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Los Gatos High School 1993 — 1994
Bellarmine College Preparatory 1990 — 1993
David A. Boone David A. Boone's Wells Fargo Advisors Experience 2001 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2001 - Present
Skills
Financial Analysis, Investment Strategies, Investments, Retirement Planning, Risk Management, 401k Rollovers, Fixed-Income Strategies, Wealth Preservation...
Education
Shippensburg University of Pennsylvania 1974 — 1977
BSBA, Accounting
Wells Fargo Advisors 2001 - Present
Skills
Financial Analysis, Investment Strategies, Investments, Retirement Planning, Risk Management, 401k Rollovers, Fixed-Income Strategies, Wealth Preservation...
Education
Shippensburg University of Pennsylvania 1974 — 1977
BSBA, Accounting
David M. Lucas David M. Lucas's Wells Fargo Advisors Experience July 2000 - January 2011
Job Branch Manager/Senior Vice President, Investments
Industry Investment Management
Experience
Raymond James January 2011 - Present
Wells Fargo Advisors July 2000 - January 2011
Pruneyard Financal October 1995 - July 2000
Everan Securities August 1982 - October 1995
Morgan Stanley April 1977 - August 1982
Skills
Securities, Investments, Financial Advisory, Portfolio Management, Wealth Management, Asset Management, Equities, Mutual Funds, Risk Management
Education
San Jose State University 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Government
Leland High School 1968 — 1970
Raymond James January 2011 - Present
Wells Fargo Advisors July 2000 - January 2011
Pruneyard Financal October 1995 - July 2000
Everan Securities August 1982 - October 1995
Morgan Stanley April 1977 - August 1982
Skills
Securities, Investments, Financial Advisory, Portfolio Management, Wealth Management, Asset Management, Equities, Mutual Funds, Risk Management
Education
San Jose State University 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Government
Leland High School 1968 — 1970
John Wentworth John Wentworth's Wells Fargo Advisors Experience July 2000 - November 2003
Job Senior VP Investments at Moors & Cabot
Industry Financial Services
Experience
Moors & Cabot November 2003 - Present
Wells Fargo Advisors July 2000 - November 2003
US Bank Piper Jaffray, Inc February 1995 - July 2000
Skills
Series 7, Retirement Planning, Uniform Combined State..., Series 63, Wealth Management, Mutual Funds, Equities, Securities, Series 24, Bloomberg, Investments, Fixed Annuities, Investment Advisory, Strategic Financial..., Options
Education
Santa Clara University 1985 — 1989
Moors & Cabot November 2003 - Present
Wells Fargo Advisors July 2000 - November 2003
US Bank Piper Jaffray, Inc February 1995 - July 2000
Skills
Series 7, Retirement Planning, Uniform Combined State..., Series 63, Wealth Management, Mutual Funds, Equities, Securities, Series 24, Bloomberg, Investments, Fixed Annuities, Investment Advisory, Strategic Financial..., Options
Education
Santa Clara University 1985 — 1989
David McClanahan David McClanahan's Wells Fargo Advisors Experience March 2013 - Present
Job Regional Brokerage Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Bancwest Investment Services May 2007 - February 2013
Atlas Securities / World Savings Bank February 2002 - May 2007
Quick & Reilly / Fleet Bank June 1995 - February 2002
Education
San Jose State University 1986 — 1990
Bachelor's Degree, Communications
Cabrillo High School
San Jose State University
Wells Fargo Advisors March 2013 - Present
Bancwest Investment Services May 2007 - February 2013
Atlas Securities / World Savings Bank February 2002 - May 2007
Quick & Reilly / Fleet Bank June 1995 - February 2002
Education
San Jose State University 1986 — 1990
Bachelor's Degree, Communications
Cabrillo High School
San Jose State University
Shaela Freeman Shaela Freeman's Wells Fargo Advisors Experience March 2004 - September 2011
Job Style Consultant
Industry Retail
Experience
Michael Kors September 2015 - Present
Michael Kors February 2015 - Present
Rondina New York April 2014 - July 2014
Nordstrom September 2011 - April 2013
Wells Fargo Advisors March 2004 - September 2011
Skills
Apparel, Trend, Trend Forecasting, Social Networking, POS, Driving Results, Retail Sales, Merchandising, Visual Merchandising, Retail, Data Entry, Inventory Management, Telephone Skills, Outlook, Administrative..., Cashiering, Teamwork, Office Administration, Blogging, Beauty Industry, Filing, Luxury Goods, Facebook, Entrepreneurship, Sales, Styling, Fashion, Customer Service, Management, Microsoft Office, Marketing, Advertising
Education
Sanford-Brown College-Hazelwood 2003 — 2004
Associate's degree, Paralegal studies
Michael Kors September 2015 - Present
Michael Kors February 2015 - Present
Rondina New York April 2014 - July 2014
Nordstrom September 2011 - April 2013
Wells Fargo Advisors March 2004 - September 2011
Skills
Apparel, Trend, Trend Forecasting, Social Networking, POS, Driving Results, Retail Sales, Merchandising, Visual Merchandising, Retail, Data Entry, Inventory Management, Telephone Skills, Outlook, Administrative..., Cashiering, Teamwork, Office Administration, Blogging, Beauty Industry, Filing, Luxury Goods, Facebook, Entrepreneurship, Sales, Styling, Fashion, Customer Service, Management, Microsoft Office, Marketing, Advertising
Education
Sanford-Brown College-Hazelwood 2003 — 2004
Associate's degree, Paralegal studies
Kimberly Kate Uy Kimberly Kate Uy's Wells Fargo Advisors Experience March 2014 - April 2014
Job Administrative Assistant at Center on Policy Initiatives
Industry Human Resources
Experience
Center On Policy Initiatives April 2014 - Present
Cobham Advanced Electronic Solutions April 2014 - March 2015
Karaoke 101 June 2013 - June 2014
Wells Fargo Advisors March 2014 - April 2014
San Diego SHRM March 2013 - May 2013
SOLO Eyewear September 2012 - December 2012
Skills
Human Resources, Employee Relations, Recruiting, Employee Engagement, HR Policies, HRIS, Talent Acquisition, Talent Management, Performance Management, Personnel Management, Teamwork, Microsoft Office, HR Consulting, Organizational..., Performance Appraisal, Time Management, Leadership Development, Management, Social Media
Education
San Diego State University-California State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Torrance high school 2006 — 2009
High School Dipolima
Center On Policy Initiatives April 2014 - Present
Cobham Advanced Electronic Solutions April 2014 - March 2015
Karaoke 101 June 2013 - June 2014
Wells Fargo Advisors March 2014 - April 2014
San Diego SHRM March 2013 - May 2013
SOLO Eyewear September 2012 - December 2012
Skills
Human Resources, Employee Relations, Recruiting, Employee Engagement, HR Policies, HRIS, Talent Acquisition, Talent Management, Performance Management, Personnel Management, Teamwork, Microsoft Office, HR Consulting, Organizational..., Performance Appraisal, Time Management, Leadership Development, Management, Social Media
Education
San Diego State University-California State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Torrance high school 2006 — 2009
High School Dipolima
Brad Miles Brad Miles's Wells Fargo Advisors Experience August 2015 - Present
Job Operations Clerk at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
Leverage Global Partners September 2014 - December 2014
Curious Minds Inc. August 2014 - September 2014
John Wells Productions January 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, English, Windows, AutoCAD, Event Planning
Education
University of Southern California 2012 — 2016
Dover-Sherborn High School 2008 — 2012
Singapore Management University
Wells Fargo Advisors August 2015 - Present
Leverage Global Partners September 2014 - December 2014
Curious Minds Inc. August 2014 - September 2014
John Wells Productions January 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, English, Windows, AutoCAD, Event Planning
Education
University of Southern California 2012 — 2016
Dover-Sherborn High School 2008 — 2012
Singapore Management University
Jimmy Szeto Jimmy Szeto's Wells Fargo Advisors Experience July 2010 - Present
Job Licensed Banker Brokerage Associate at Wells Fargo Advisors
Industry Financial Services
Experience
First Republic Private Wealth Management April 2015 - Present
Wells Fargo Advisors July 2010 - Present
Wells Fargo August 2009 - July 2010
Skills
Management, Sales, Banking, Analysis, Finance, Customer Satisfaction, Portfolio Management, Investments, Program Management, Time Management, Customer Service, Call Centers, Mortgage Lending, Credit, Loans, Financial Analysis, Retail Banking, Commercial Banking, Credit Analysis, Consumer Lending
Education
San Francisco State University
Bachelor's degree, Economics
First Republic Private Wealth Management April 2015 - Present
Wells Fargo Advisors July 2010 - Present
Wells Fargo August 2009 - July 2010
Skills
Management, Sales, Banking, Analysis, Finance, Customer Satisfaction, Portfolio Management, Investments, Program Management, Time Management, Customer Service, Call Centers, Mortgage Lending, Credit, Loans, Financial Analysis, Retail Banking, Commercial Banking, Credit Analysis, Consumer Lending
Education
San Francisco State University
Bachelor's degree, Economics
Patrick Moreno Patrick Moreno's Wells Fargo Advisors Experience May 2015 - Present
Job Intern at South County Economic Development Council
Industry Marketing and Advertising
Experience
South County Economic Development Council September 2015 - Present
Wells Fargo Advisors May 2015 - Present
San Diego State University Athletic Department April 2014 - Present
5-hour ENERGY June 2014 - October 2014
LPL Financial May 2014 - August 2014
Skills
Microsoft Word, Social Media, Teamwork, Microsoft Office, Research, Social Networking, Microsoft Excel, Leadership, Time Management, PowerPoint, Customer Service, Social Media Marketing, Public Speaking, Facebook, Event Planning
Education
San Diego State University-California State University 2013 — 2015
South County Economic Development Council September 2015 - Present
Wells Fargo Advisors May 2015 - Present
San Diego State University Athletic Department April 2014 - Present
5-hour ENERGY June 2014 - October 2014
LPL Financial May 2014 - August 2014
Skills
Microsoft Word, Social Media, Teamwork, Microsoft Office, Research, Social Networking, Microsoft Excel, Leadership, Time Management, PowerPoint, Customer Service, Social Media Marketing, Public Speaking, Facebook, Event Planning
Education
San Diego State University-California State University 2013 — 2015
Michael Traber Michael Traber's Wells Fargo Advisors Experience May 2011 - April 2012
Job Student at University of California, Berkeley
Industry Higher Education
Experience
Center for Reproductive Rights and Justice at Boalt Law School December 2013 - May 2014
The Commonwealth Club of California July 2012 - January 2013
Wells Fargo Advisors May 2011 - April 2012
Skills
Legal Compliance, Regulatory Compliance, Market Analysis, CRM Databases, Empirical Research, Proposal Writing, Public Speaking, Social Media Outreach, Copy Editing
Education
University of California, Berkeley 2010 — 2014
Bachelor's Degree, Political Science and Government
University of California, Berkeley 2010 — 2014
Bachelor's Degree, Economics
Institut d'Etudes politiques de Paris / Sciences Po Paris 2013 — 2013
Bachelor's Degree, Political Science and Government
Institut d'Etudes politiques de Paris / Sciences Po Paris 2012 — 2013
Bachelor's Degree, Economics
Center for Reproductive Rights and Justice at Boalt Law School December 2013 - May 2014
The Commonwealth Club of California July 2012 - January 2013
Wells Fargo Advisors May 2011 - April 2012
Skills
Legal Compliance, Regulatory Compliance, Market Analysis, CRM Databases, Empirical Research, Proposal Writing, Public Speaking, Social Media Outreach, Copy Editing
Education
University of California, Berkeley 2010 — 2014
Bachelor's Degree, Political Science and Government
University of California, Berkeley 2010 — 2014
Bachelor's Degree, Economics
Institut d'Etudes politiques de Paris / Sciences Po Paris 2013 — 2013
Bachelor's Degree, Political Science and Government
Institut d'Etudes politiques de Paris / Sciences Po Paris 2012 — 2013
Bachelor's Degree, Economics
Alex Kaschmitter Alex Kaschmitter's Wells Fargo Advisors Experience November 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
EY August 2013 - October 2014
Santa Clara University July 2011 - June 2013
Ernst & Young June 2012 - August 2012
KloudData April 2011 - June 2011
Wells Fargo Advisors August 2010 - September 2010
Education
Santa Clara University 2009 — 2013
Bachelor of Science Accounting
Santa Clara University - Leavey School of Business
Wells Fargo Advisors November 2014 - Present
EY August 2013 - October 2014
Santa Clara University July 2011 - June 2013
Ernst & Young June 2012 - August 2012
KloudData April 2011 - June 2011
Wells Fargo Advisors August 2010 - September 2010
Education
Santa Clara University 2009 — 2013
Bachelor of Science Accounting
Santa Clara University - Leavey School of Business
Tony McPherson's Wells Fargo Advisors Experience September 2014 - Present
Job Brokerage Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
JPMorgan Chase & Co. January 2013 - August 2014
JPMorgan Chase & Co. April 2012 - December 2012
Wells Fargo December 2007 - November 2011
Skills
Microsoft Office, Loan Origination, Individual Retirement..., Home Equity Lines of..., Customer Service, Banking, Wealth Management, Sales, Customer Retention, Finance, Leadership, Management, Consumer Lending
Education
Strayer University 2015 — 2017
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Atlanta Metropolitan State College 2014 — 2015
Bachelor of Business Administration (B.B.A.), Business/Corporate Communications
San Francisco State University 2002 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
City College of San Francisco 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Business, Management, Marketing, and Related Support Services
Wells Fargo Advisors September 2014 - Present
JPMorgan Chase & Co. January 2013 - August 2014
JPMorgan Chase & Co. April 2012 - December 2012
Wells Fargo December 2007 - November 2011
Skills
Microsoft Office, Loan Origination, Individual Retirement..., Home Equity Lines of..., Customer Service, Banking, Wealth Management, Sales, Customer Retention, Finance, Leadership, Management, Consumer Lending
Education
Strayer University 2015 — 2017
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Atlanta Metropolitan State College 2014 — 2015
Bachelor of Business Administration (B.B.A.), Business/Corporate Communications
San Francisco State University 2002 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
City College of San Francisco 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Business, Management, Marketing, and Related Support Services
Francesca Ortiz Francesca Ortiz's Wells Fargo Advisors Experience 2014 - 2014
Job Regional Sales Manager, Lightspeed Systems
Industry Computer & Network Security
Experience
Lightspeed Systems August 2015 - Present
Lightspeed Systems September 2014 - August 2015
TEKsystems August 2013 - April 2014
Wells Fargo Advisors 2014 - 2014
Steve Thomas BMW June 2012 - July 2013
Steve Thomas BMW November 2010 - June 2012
Steve Thomas BMW June 2008 - November 2010
Skills
CRM, Recruiting, Training, Management, Sales
Education
California State University of Channel Islands 2008 — 2010
Bachelor's Degree, Business Administration and Management
Santa Barbara City College 2006 — 2008
Lightspeed Systems August 2015 - Present
Lightspeed Systems September 2014 - August 2015
TEKsystems August 2013 - April 2014
Wells Fargo Advisors 2014 - 2014
Steve Thomas BMW June 2012 - July 2013
Steve Thomas BMW November 2010 - June 2012
Steve Thomas BMW June 2008 - November 2010
Skills
CRM, Recruiting, Training, Management, Sales
Education
California State University of Channel Islands 2008 — 2010
Bachelor's Degree, Business Administration and Management
Santa Barbara City College 2006 — 2008
Diana Nguyen's Wells Fargo Advisors Experience June 2014 - August 2014
Job Professional Services Intern at Nielsen
Industry Marketing and Advertising
Experience
Nielsen June 2015 - Present
Campus Apartments August 2014 - Present
Wells Fargo Advisors June 2014 - August 2014
Wells Fargo May 2013 - June 2014
Asian Economic Development Association January 2014 - May 2014
Asian Economic Development Association September 2012 - May 2013
University of Minnesota Bookstore December 2012 - February 2013
Cold Stone Creamery April 2010 - January 2013
Best Buy October 2011 - July 2012
Hollister Co. September 2011 - December 2011
Skills
Communication, Social Media Marketing, Customer Service, Customer Satisfaction, Culture, Vietnamese, Asian Business, Asian Culture, Small Business, Problem Solving, Public Speaking, Cash Handling Experience, Social Skills, Sales, Cashiering, Teamwork
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science (B.S.), Marketing, Entrepreneurial Management
Singapore Management University 2015 — 2015
Marketing/Marketing Management, General
Centennial High Schhol
Nielsen June 2015 - Present
Campus Apartments August 2014 - Present
Wells Fargo Advisors June 2014 - August 2014
Wells Fargo May 2013 - June 2014
Asian Economic Development Association January 2014 - May 2014
Asian Economic Development Association September 2012 - May 2013
University of Minnesota Bookstore December 2012 - February 2013
Cold Stone Creamery April 2010 - January 2013
Best Buy October 2011 - July 2012
Hollister Co. September 2011 - December 2011
Skills
Communication, Social Media Marketing, Customer Service, Customer Satisfaction, Culture, Vietnamese, Asian Business, Asian Culture, Small Business, Problem Solving, Public Speaking, Cash Handling Experience, Social Skills, Sales, Cashiering, Teamwork
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science (B.S.), Marketing, Entrepreneurial Management
Singapore Management University 2015 — 2015
Marketing/Marketing Management, General
Centennial High Schhol
Taylor Hawes Jr.'s Wells Fargo Advisors Experience June 2013 - August 2013
Job Risk Advisory Specialist at EY
Industry Financial Services
Experience
EY August 2015 - Present
Santa Clara University September 2011 - Present
EY June 2014 - September 2014
Northwest Apartments June 2013 - August 2013
Wells Fargo Advisors June 2013 - August 2013
Hawes & Wolfram Landscaping February 2009 - May 2010
Eastside Catholic School February 2008 - February 2009
Skills
PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Spanish, Editing, Teamwork, Financial Analysis, Creative Strategy, Access, Accounting
Education
Santa Clara University 2011 — 2015
Bachelor's degree, Economics
Eastside Catholic School 2007 — 2011
EY August 2015 - Present
Santa Clara University September 2011 - Present
EY June 2014 - September 2014
Northwest Apartments June 2013 - August 2013
Wells Fargo Advisors June 2013 - August 2013
Hawes & Wolfram Landscaping February 2009 - May 2010
Eastside Catholic School February 2008 - February 2009
Skills
PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Spanish, Editing, Teamwork, Financial Analysis, Creative Strategy, Access, Accounting
Education
Santa Clara University 2011 — 2015
Bachelor's degree, Economics
Eastside Catholic School 2007 — 2011
Thomas Luce Thomas Luce's Wells Fargo Advisors Experience May 2013 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2013 - Present
Independent Singer/Songwriter January 2002 - August 2014
PSE Options Floor San Francisco March 1997 - June 2001
Skills
Retirement Planning, Asset Allocation, Financial Advisory, Listening to customers, Investments, 401k, Small Business, Business Process, Finance, Mutual Funds, Retirement, Wealth Management
Education
University of Phoenix 2012 — 2015
(2015) Bachelor's degree, Finance, General, Senior
San Jose State University 1995 — 1997
Wells Fargo Advisors May 2013 - Present
Independent Singer/Songwriter January 2002 - August 2014
PSE Options Floor San Francisco March 1997 - June 2001
Skills
Retirement Planning, Asset Allocation, Financial Advisory, Listening to customers, Investments, 401k, Small Business, Business Process, Finance, Mutual Funds, Retirement, Wealth Management
Education
University of Phoenix 2012 — 2015
(2015) Bachelor's degree, Finance, General, Senior
San Jose State University 1995 — 1997
Donald E. Arington Donald E. Arington's Wells Fargo Advisors Experience September 1988 - Present
Job Senior Vice President Investments of Arington Carolan Wealth Mgmt Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 1988 - Present
Dean Witter September 1966 - August 1988
Education
San Jose State University
Industry & Management
Wells Fargo Advisors September 1988 - Present
Dean Witter September 1966 - August 1988
Education
San Jose State University
Industry & Management
Joe Nguyen Joe Nguyen's Wells Fargo Advisors Experience June 2008 - August 2012
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Twilite Productions May 2010 - Present
Fidelity Investments January 2014 - October 2014
B2B Global Network - MaxExposure July 2013 - July 2014
Citi July 2012 - July 2013
Wells Fargo Advisors June 2008 - August 2012
Merrill Lynch September 2007 - June 2008
Wells Fargo September 2003 - June 2007
Skills
Customer Service, Marketing, Relationship Management, Social Media, Social Media Advertising, Entrepreneurship, Retail Banking, Event Management, New Business Development, Music, B2B, Event Planning, Leadership, Sales, Entertainment, Weddings, Social Media..., Team Building, Business Development, Corporate Events, Lead Generation, Cold Calling, Social Networking, Facebook Fan Page..., Building High..., Mortgage Lending, Networking, Banking, Salesforce.com, Recruiting, Time Management, Sales Management, Investments
Education
San Jose State University 1996 — 2004
Bachelors of Science, Business Administration; Management Information Systems
Fidelity Investments October 2014 - Present
Twilite Productions May 2010 - Present
Fidelity Investments January 2014 - October 2014
B2B Global Network - MaxExposure July 2013 - July 2014
Citi July 2012 - July 2013
Wells Fargo Advisors June 2008 - August 2012
Merrill Lynch September 2007 - June 2008
Wells Fargo September 2003 - June 2007
Skills
Customer Service, Marketing, Relationship Management, Social Media, Social Media Advertising, Entrepreneurship, Retail Banking, Event Management, New Business Development, Music, B2B, Event Planning, Leadership, Sales, Entertainment, Weddings, Social Media..., Team Building, Business Development, Corporate Events, Lead Generation, Cold Calling, Social Networking, Facebook Fan Page..., Building High..., Mortgage Lending, Networking, Banking, Salesforce.com, Recruiting, Time Management, Sales Management, Investments
Education
San Jose State University 1996 — 2004
Bachelors of Science, Business Administration; Management Information Systems
Russell Wixon's Wells Fargo Advisors Experience January 2015 - Present
Job Managing DirectorInvestments at the Wixon Altheide Financial Group at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors 2000 - December 2014
Morgan Stanley Smith Barney 1986 - 2000
Skills
Investments, Risk Management, Series 7, Finance, Portfolio Management, Retirement, Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Asset Management, Series 63, Financial Planning
Education
San Francisco State University 1982 — 1985
Undergraduate in Buss Administration/Marketing, Business Administration/Marketing
YVHS 1976 — 1980
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors 2000 - December 2014
Morgan Stanley Smith Barney 1986 - 2000
Skills
Investments, Risk Management, Series 7, Finance, Portfolio Management, Retirement, Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Asset Management, Series 63, Financial Planning
Education
San Francisco State University 1982 — 1985
Undergraduate in Buss Administration/Marketing, Business Administration/Marketing
YVHS 1976 — 1980
Breandan Kelly's Wells Fargo Advisors Experience October 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Wells Fargo January 2013 - Present
Summit Brokerage Services, Inc. January 2012 - December 2012
Fifth Third Bank August 2010 - January 2012
Skills
Series 63, Series 6, Series 7, Life & Health Insurance..., Long Term Care Insurance, Series 66
Education
Sinclair Community College
Wells Fargo Advisors October 2014 - Present
Wells Fargo January 2013 - Present
Summit Brokerage Services, Inc. January 2012 - December 2012
Fifth Third Bank August 2010 - January 2012
Skills
Series 63, Series 6, Series 7, Life & Health Insurance..., Long Term Care Insurance, Series 66
Education
Sinclair Community College
Jim Broadley's Wells Fargo Advisors Experience March 2011 - Present
Job Vice President Recruiting Manager
Industry Financial Services
Experience
Wells Fargo Advisors March 2011 - Present
Smurfit Stone 2008 - 2011
Reuters 2005 - 2008
Spherion Professional Services 2001 - 2004
Manpower Professional 1995 - 2001
Skills
Management, Onboarding, Employee Relations, Succession Planning, Technical Recruiting, Talent Acquisition, Vendor Management, Employee Benefits, Talent Management, Recruiting
Education
Shippensburg University of Pennsylvania 1982 — 1986
BSBA, Marketing
Wells Fargo Advisors March 2011 - Present
Smurfit Stone 2008 - 2011
Reuters 2005 - 2008
Spherion Professional Services 2001 - 2004
Manpower Professional 1995 - 2001
Skills
Management, Onboarding, Employee Relations, Succession Planning, Technical Recruiting, Talent Acquisition, Vendor Management, Employee Benefits, Talent Management, Recruiting
Education
Shippensburg University of Pennsylvania 1982 — 1986
BSBA, Marketing
Robert Mullaney's Wells Fargo Advisors Experience April 2014 - Present
Job Operations Clerk at Wells Fargo Advisors
Industry Marketing and Advertising
Experience
Wells Fargo Advisors April 2014 - Present
TeraSci June 2008 - July 2010
Skills
Marketing Research, Confidence Building, Friendly Personality, Outside Sales, Personal Development, Microsoft Word, Communication, PowerPoint, Event Management, Public Relations, Teamwork, Social Media, Facebook, Sales, Interpersonal Leadership, Microsoft Excel, Social Networking, Customer Service, Microsoft Office, Leadership, Marketing, Public Speaking, Social Media Marketing
Education
San Diego State University-California State University 2011 — 2015
Bachelor's degree, Communication, General With a minor in Marketing
Wells Fargo Advisors April 2014 - Present
TeraSci June 2008 - July 2010
Skills
Marketing Research, Confidence Building, Friendly Personality, Outside Sales, Personal Development, Microsoft Word, Communication, PowerPoint, Event Management, Public Relations, Teamwork, Social Media, Facebook, Sales, Interpersonal Leadership, Microsoft Excel, Social Networking, Customer Service, Microsoft Office, Leadership, Marketing, Public Speaking, Social Media Marketing
Education
San Diego State University-California State University 2011 — 2015
Bachelor's degree, Communication, General With a minor in Marketing
Shalane O'Keefe Shalane O'Keefe's Wells Fargo Advisors Experience May 2013 - Present
Job Regional Bank Private Banker at Wells Fargo Bank & Brokerage Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
Wells Fargo Advisors May 2013 - Present
Wells Fargo November 2010 - Present
YMCA August 2007 - March 2012
Torah High School of San Diego August 2009 - June 2011
Tricks Gymnastics Inc June 2003 - July 2007
Skills
Customer Service, Financial Analysis, Coaching, Life Insurance, Series 6, Banking, Loans, Series 63, Public Speaking, Insurance, PowerPoint, Event Planning, Credit, Microsoft Excel
Education
San Diego State University-California State University 2007 — 2010
Bachelor of Business Administration (BBA), Financial Planning and Services
Wells Fargo February 2015 - Present
Wells Fargo Advisors May 2013 - Present
Wells Fargo November 2010 - Present
YMCA August 2007 - March 2012
Torah High School of San Diego August 2009 - June 2011
Tricks Gymnastics Inc June 2003 - July 2007
Skills
Customer Service, Financial Analysis, Coaching, Life Insurance, Series 6, Banking, Loans, Series 63, Public Speaking, Insurance, PowerPoint, Event Planning, Credit, Microsoft Excel
Education
San Diego State University-California State University 2007 — 2010
Bachelor of Business Administration (BBA), Financial Planning and Services
John Shine John Shine's Wells Fargo Advisors Experience January 2010 - February 2011
Job Sales & Business Development Executive A skilled leader adept at building successful relationships, teams & processes.
Industry Executive Office
Experience
TruAcuity February 2012 - Present
AXA Advisors February 2011 - February 2012
Wells Fargo Advisors January 2010 - February 2011
Wells Fargo Private Bank March 2008 - January 2010
Wachovia Bank November 2002 - September 2008
First Union/Wachovia March 1997 - November 2002
Skills
Business Development, Management, Finance, Financial Analysis, Leadership, Portfolio Management, Business Strategy, Strategic Financial..., Investments, Strategy, Strategic Planning, Contract Negotiation, Financial Planning, Team Building, Start-ups, CRM
Education
Shippensburg University of Pennsylvania
Bachelor of Arts (BA), History & Literary English
TruAcuity February 2012 - Present
AXA Advisors February 2011 - February 2012
Wells Fargo Advisors January 2010 - February 2011
Wells Fargo Private Bank March 2008 - January 2010
Wachovia Bank November 2002 - September 2008
First Union/Wachovia March 1997 - November 2002
Skills
Business Development, Management, Finance, Financial Analysis, Leadership, Portfolio Management, Business Strategy, Strategic Financial..., Investments, Strategy, Strategic Planning, Contract Negotiation, Financial Planning, Team Building, Start-ups, CRM
Education
Shippensburg University of Pennsylvania
Bachelor of Arts (BA), History & Literary English
Joseph Savage Joseph Savage's Wells Fargo Advisors Experience July 2009 - February 2010
Job Regional Vice President at AXA Distributors
Industry Financial Services
Experience
AXA Distributors May 2014 - Present
AXA Distributors August 2011 - May 2014
AXA Distributors May 2011 - August 2011
Savage Financial Group at Raymond James February 2010 - August 2010
Wells Fargo Advisors July 2009 - February 2010
Skills
Sales Presentations, Relationship Management, Financial Services, Variable Annuities, Retirement, Retirement Planning, Series 6, Series 63, Sales
Education
Shippensburg University of Pennsylvania 2007 — 2011
BSBA, Marketing
AXA Distributors May 2014 - Present
AXA Distributors August 2011 - May 2014
AXA Distributors May 2011 - August 2011
Savage Financial Group at Raymond James February 2010 - August 2010
Wells Fargo Advisors July 2009 - February 2010
Skills
Sales Presentations, Relationship Management, Financial Services, Variable Annuities, Retirement, Retirement Planning, Series 6, Series 63, Sales
Education
Shippensburg University of Pennsylvania 2007 — 2011
BSBA, Marketing
Alexander Oh Alexander Oh's Wells Fargo Advisors Experience October 2006 - October 2007
Job M&A Operations Advisor at EY
Industry Financial Services
Experience
EY 2011 - Present
Wells Fargo October 2009 - March 2011
Wells Fargo October 2007 - February 2010
Wells Fargo Advisors October 2006 - October 2007
E*TRADE Financial October 2004 - October 2006
Skills
Project Management, Investments, Series 7, Series 63, Series 6, Consumer Lending, Loans, Banking, Portfolio Management, Integration, Operational Due..., Transaction Management, Acquisition Integration, Management Consulting, Strategy, Due Diligence, Financial Services, Mergers & Acquisitions, CRM, Management, Cross-functional Team..., Business Process..., Divestitures, Retail Banking, Project Planning, Business Development, Process Improvement, Relationship Management, Consulting
Education
San Jose State University 1999 — 2004
Bachelor of Science, Business Administration; Finance
EY 2011 - Present
Wells Fargo October 2009 - March 2011
Wells Fargo October 2007 - February 2010
Wells Fargo Advisors October 2006 - October 2007
E*TRADE Financial October 2004 - October 2006
Skills
Project Management, Investments, Series 7, Series 63, Series 6, Consumer Lending, Loans, Banking, Portfolio Management, Integration, Operational Due..., Transaction Management, Acquisition Integration, Management Consulting, Strategy, Due Diligence, Financial Services, Mergers & Acquisitions, CRM, Management, Cross-functional Team..., Business Process..., Divestitures, Retail Banking, Project Planning, Business Development, Process Improvement, Relationship Management, Consulting
Education
San Jose State University 1999 — 2004
Bachelor of Science, Business Administration; Finance
Jacek Alexander Holzwieser Jacek Alexander Holzwieser's Wells Fargo Advisors Experience May 2015 - Present
Job Premier Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank July 2015 - Present
Wells Fargo Advisors May 2015 - Present
Wells Fargo Bank May 2014 - June 2015
UniCredit Bank Austria AG July 2011 - February 2014
Isle of Capri Casino March 2008 - October 2008
Embassy of the Republic of Poland February 2008 - March 2008
Skills
Microsoft Excel, Financial Analysis, English, Credit, Market Research, Banking, PowerPoint, Microsoft Office, Social Media, Risk Management, Customer Service, Business Strategy, Financial Modeling, Budgets, Sales, Accounting, Analysis, Marketing, Spanish, Marketing Strategy, Corporate Finance, Teamwork, Economics, Finance, German, Investments, Retail Banking, Management, Financial Markets, Credit Risk, Investment Banking, Business Planning, Financial Services, Outstanding..., Highly detail oriented, Derivatives, Capital Markets, Bloomberg, Business Process..., Valuation, Portfolio Management, Fixed Income, Equities, Business Analysis, Loans, Strategy
Education
University of Vienna 2011 — 2013
Master of Science (MSc), International Business Administration with Minor in Corporate Finance
University of Vienna 2007 — 2011
Bachelor of Science (BSc), International Business Administration & Management
Singapore Management University
Study Abroad Program, International Business Administration
University of Colorado Boulder
Study Abroad Program, International Business Administration
Wells Fargo Bank July 2015 - Present
Wells Fargo Advisors May 2015 - Present
Wells Fargo Bank May 2014 - June 2015
UniCredit Bank Austria AG July 2011 - February 2014
Isle of Capri Casino March 2008 - October 2008
Embassy of the Republic of Poland February 2008 - March 2008
Skills
Microsoft Excel, Financial Analysis, English, Credit, Market Research, Banking, PowerPoint, Microsoft Office, Social Media, Risk Management, Customer Service, Business Strategy, Financial Modeling, Budgets, Sales, Accounting, Analysis, Marketing, Spanish, Marketing Strategy, Corporate Finance, Teamwork, Economics, Finance, German, Investments, Retail Banking, Management, Financial Markets, Credit Risk, Investment Banking, Business Planning, Financial Services, Outstanding..., Highly detail oriented, Derivatives, Capital Markets, Bloomberg, Business Process..., Valuation, Portfolio Management, Fixed Income, Equities, Business Analysis, Loans, Strategy
Education
University of Vienna 2011 — 2013
Master of Science (MSc), International Business Administration with Minor in Corporate Finance
University of Vienna 2007 — 2011
Bachelor of Science (BSc), International Business Administration & Management
Singapore Management University
Study Abroad Program, International Business Administration
University of Colorado Boulder
Study Abroad Program, International Business Administration
Karl Drilling Karl Drilling's Wells Fargo Advisors Experience December 2012 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2012 - Present
Merrill Lynch March 2011 - November 2012
Self Employed - Finance Projects 2002 - January 2011
Prudential Securities/Wachovia June 1991 - June 2002
Skills
Wealth Management, Insurance, Investments, Series 7, Retirement Planning, Investment Advisory, Mutual Funds, Alternative Investments, Asset Allocation, Series 63, Securities, Retirement, Financial Advisory, Bonds, Portfolio Management, Strategic Financial..., Asset Managment, 401k, Wealth, Investment Management, Fixed Annuities, Series 65, Equities, Licensed Real Estate, Private Equity, Finance, Investment Strategies
Education
LAVC
Associate of Arts (A.A.), General Studies/Business
San Diego State University-California State University
Business/Economics
Wells Fargo Advisors December 2012 - Present
Merrill Lynch March 2011 - November 2012
Self Employed - Finance Projects 2002 - January 2011
Prudential Securities/Wachovia June 1991 - June 2002
Skills
Wealth Management, Insurance, Investments, Series 7, Retirement Planning, Investment Advisory, Mutual Funds, Alternative Investments, Asset Allocation, Series 63, Securities, Retirement, Financial Advisory, Bonds, Portfolio Management, Strategic Financial..., Asset Managment, 401k, Wealth, Investment Management, Fixed Annuities, Series 65, Equities, Licensed Real Estate, Private Equity, Finance, Investment Strategies
Education
LAVC
Associate of Arts (A.A.), General Studies/Business
San Diego State University-California State University
Business/Economics
Elizabeth Pittman Elizabeth Pittman's Wells Fargo Advisors Experience October 2014 - Present
Job Connecting The Best Professionals With Their Next Great Opportunity
Industry Staffing and Recruiting
Experience
Wells Fargo Advisors October 2014 - Present
. August 2013 - October 2014
Temporary Resources, Inc. May 2012 - July 2013
The Mergis Group, a Randstad Company November 2010 - April 2012
The Millstadt Vinyl Girl June 2007 - November 2010
US Army September 2005 - September 2009
723AMS/623AMSS USAFE AMC Ramstein September 2001 - March 2004
Deaf And Hearing Impaired Support Group (USAFE/USAREUR) March 2000 - March 2004
McChord AFB, Washington January 1997 - December 1999
Skills
Recruiting, Interviews, Applicant Tracking..., Hiring, Management, College Recruiting, Training, Talent Acquisition, Military, Technical Recruiting, Team Building, Sourcing, Resume Writing, Negotiation, Leadership Development, Public Speaking, Cold Calling, Coaching, Conflict Resolution, Background Checks, Social Networking, Contract Negotiation, Career Counseling, Mentoring
Education
Southwest Illinois College 2004 — 2004
Interpreter program, Deaf Culture - American Sign Langauge
Seattle University
I didn't start off in HR my degree is, not related to what I'm doing now.
Wells Fargo Advisors October 2014 - Present
. August 2013 - October 2014
Temporary Resources, Inc. May 2012 - July 2013
The Mergis Group, a Randstad Company November 2010 - April 2012
The Millstadt Vinyl Girl June 2007 - November 2010
US Army September 2005 - September 2009
723AMS/623AMSS USAFE AMC Ramstein September 2001 - March 2004
Deaf And Hearing Impaired Support Group (USAFE/USAREUR) March 2000 - March 2004
McChord AFB, Washington January 1997 - December 1999
Skills
Recruiting, Interviews, Applicant Tracking..., Hiring, Management, College Recruiting, Training, Talent Acquisition, Military, Technical Recruiting, Team Building, Sourcing, Resume Writing, Negotiation, Leadership Development, Public Speaking, Cold Calling, Coaching, Conflict Resolution, Background Checks, Social Networking, Contract Negotiation, Career Counseling, Mentoring
Education
Southwest Illinois College 2004 — 2004
Interpreter program, Deaf Culture - American Sign Langauge
Seattle University
I didn't start off in HR my degree is, not related to what I'm doing now.
Sam Timilsina's Wells Fargo Advisors Experience September 2009 - September 2011
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC February 2015 - Present
JP Morgan Securities LLC. October 2013 - February 2015
Merrill Lynch September 2011 - September 2013
JPMorgan Chase September 2010 - September 2011
Wells Fargo Advisors September 2009 - September 2011
Education
San Jose State University 2005 — 2008
Bachelor's degree, Finance
Wells Fargo Advisors LLC February 2015 - Present
JP Morgan Securities LLC. October 2013 - February 2015
Merrill Lynch September 2011 - September 2013
JPMorgan Chase September 2010 - September 2011
Wells Fargo Advisors September 2009 - September 2011
Education
San Jose State University 2005 — 2008
Bachelor's degree, Finance
Connor Lewis's Wells Fargo Advisors Experience April 2015 - Present
Job Registered Personal Banker at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors April 2015 - Present
Wells Fargo March 2014 - Present
Bank of America June 2013 - March 2014
Bank of America July 2012 - June 2013
Bank of America May 2012 - July 2012
Skills
Sales, Banking, Credit, Loans, Retail Banking, Commercial Banking, Consumer Lending, Cross Selling, Mortgage Banking, Credit Cards, Team Leadership
Education
University of Washington 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Western Seminary 2012 — 2014
Master of Biblical and Theological Studies (MABTS), Expositional Ministry and Biblical Languages
Seattle Pacific University 2010 — 2012
Bachelor of Arts (B.A.), Psychology
Wells Fargo Advisors April 2015 - Present
Wells Fargo March 2014 - Present
Bank of America June 2013 - March 2014
Bank of America July 2012 - June 2013
Bank of America May 2012 - July 2012
Skills
Sales, Banking, Credit, Loans, Retail Banking, Commercial Banking, Consumer Lending, Cross Selling, Mortgage Banking, Credit Cards, Team Leadership
Education
University of Washington 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Western Seminary 2012 — 2014
Master of Biblical and Theological Studies (MABTS), Expositional Ministry and Biblical Languages
Seattle Pacific University 2010 — 2012
Bachelor of Arts (B.A.), Psychology
Marbeya Barragan's Wells Fargo Advisors Experience 2008 - 2009
Job Sr. Revenue Planning Analyst at Brocade
Industry Computer Networking
Experience
Brocade June 2015 - Present
SanDisk July 2012 - June 2015
SanDisk July 2011 - June 2012
Scottrade 2010 - 2011
Wells Fargo Advisors 2008 - 2009
Santa Clara County Department of Revenue January 2007 - January 2008
Skills
Tableau, Hyperion, Microsoft CRM, Forecasting, Qlikview (Optimization..., Excel Pivot, Microsoft Excel, Financial Analysis, Analysis, Business Objects, Microsoft Office, Data Analysis, PowerPoint, Market Research, Customer Service, Access, Business Analysis, Leadership, Management, Microsoft Word, Sales, Social Networking, Business Development, Social Media, Banking, Business Process...
Education
San Jose State University 2007 — 2012
Bachelor's degree, Finance
Brocade June 2015 - Present
SanDisk July 2012 - June 2015
SanDisk July 2011 - June 2012
Scottrade 2010 - 2011
Wells Fargo Advisors 2008 - 2009
Santa Clara County Department of Revenue January 2007 - January 2008
Skills
Tableau, Hyperion, Microsoft CRM, Forecasting, Qlikview (Optimization..., Excel Pivot, Microsoft Excel, Financial Analysis, Analysis, Business Objects, Microsoft Office, Data Analysis, PowerPoint, Market Research, Customer Service, Access, Business Analysis, Leadership, Management, Microsoft Word, Sales, Social Networking, Business Development, Social Media, Banking, Business Process...
Education
San Jose State University 2007 — 2012
Bachelor's degree, Finance
Nicholas Rodrigues Nicholas Rodrigues's Wells Fargo Advisors Experience May 2014 - Present
Job Revenue Accountant at NetApp
Industry Financial Services
Experience
NetApp August 2015 - Present
Wells Fargo Advisors May 2014 - Present
Santa Clara University-Development Office September 2012 - Present
RTP Solutions October 2013 - December 2013
GQ Marketing Solutions June 2012 - September 2012
Mater Dei High School Choral Department December 2011 - January 2012
Skills
Finance, Mathematics, Acting, Singing, Direct Sales, Microsoft Word, Access, PowerPoint, Professional Phone..., Graphic Design, Microsoft Excel, Facebook, Social Networking, Theatre, Dance, Social Media
Education
Santa Clara University 2011 — 2015
Bachelor of Science & Bachelor of the Arts, Accounting & Theatre Arts
NetApp August 2015 - Present
Wells Fargo Advisors May 2014 - Present
Santa Clara University-Development Office September 2012 - Present
RTP Solutions October 2013 - December 2013
GQ Marketing Solutions June 2012 - September 2012
Mater Dei High School Choral Department December 2011 - January 2012
Skills
Finance, Mathematics, Acting, Singing, Direct Sales, Microsoft Word, Access, PowerPoint, Professional Phone..., Graphic Design, Microsoft Excel, Facebook, Social Networking, Theatre, Dance, Social Media
Education
Santa Clara University 2011 — 2015
Bachelor of Science & Bachelor of the Arts, Accounting & Theatre Arts
Cynthia Steinberger's Wells Fargo Advisors Experience January 2013 - May 2013
Job Experience in Investment Supervision, Accounting, Customer Service and Banking
Industry Banking
Experience
Thrivent Financial March 2015 - Present
JPMorgan Chase Bank, N.A. May 2013 - January 2015
Wells Fargo Advisors January 2013 - May 2013
Fifth Third Bank August 2011 - October 2012
Fifth Third Bank December 2005 - April 2010
Scottrade March 2003 - December 2005
Carl S. Akey, Inc. 1983 - 1990
Skills
Sales Management, Investments, Sales Operations, Sales Support, Hold Series 7, Hold Series 24, Hold Series 66, Life Insurance
Education
University of Phoenix 2007 — 2012
finance
JVS
Sinclair Community College
Thrivent Financial March 2015 - Present
JPMorgan Chase Bank, N.A. May 2013 - January 2015
Wells Fargo Advisors January 2013 - May 2013
Fifth Third Bank August 2011 - October 2012
Fifth Third Bank December 2005 - April 2010
Scottrade March 2003 - December 2005
Carl S. Akey, Inc. 1983 - 1990
Skills
Sales Management, Investments, Sales Operations, Sales Support, Hold Series 7, Hold Series 24, Hold Series 66, Life Insurance
Education
University of Phoenix 2007 — 2012
finance
JVS
Sinclair Community College
Navendu Inamdar Navendu Inamdar's Wells Fargo Advisors Experience January 2010 - November 2010
Job IT leader JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase December 2010 - Present
Wells Fargo Advisors January 2010 - November 2010
Wachovia Securities February 2004 - December 2008
blue cross blue shields 2001 - 2003
discover financial 1999 - 2000
kanbay-cap gemini 1997 - 1999
Skills
EDA, SOA, IBM BPM, IT Strategy, it vision, Offshore Management, Vendor Management, TOGAF, Enterprise Architecture, Treasury Services, Banking, Mergers, Risk Management, Capital Markets, Financial Services, ETL, j2ee/.net, .NET, Process Improvement, Enterprise Software, Data Warehousing, Requirements Analysis, SDLC, Business Intelligence, Software Project..., Management, Business Analysis
Education
Shivaji University
BS
Symbiosis International University
MBA
JP Morgan Chase December 2010 - Present
Wells Fargo Advisors January 2010 - November 2010
Wachovia Securities February 2004 - December 2008
blue cross blue shields 2001 - 2003
discover financial 1999 - 2000
kanbay-cap gemini 1997 - 1999
Skills
EDA, SOA, IBM BPM, IT Strategy, it vision, Offshore Management, Vendor Management, TOGAF, Enterprise Architecture, Treasury Services, Banking, Mergers, Risk Management, Capital Markets, Financial Services, ETL, j2ee/.net, .NET, Process Improvement, Enterprise Software, Data Warehousing, Requirements Analysis, SDLC, Business Intelligence, Software Project..., Management, Business Analysis
Education
Shivaji University
BS
Symbiosis International University
MBA
Roger Chudde Roger Chudde's Wells Fargo Advisors Experience 2008 - 2011
Job Financial Advisor/ President
Industry Financial Services
Experience
Chudde Wealth Management, LLC of Wells Fargo Advisors Financial Network March 2011 - Present
Wells Fargo Advisors 2008 - 2011
A.G. Edwards & Sons, Inc. February 1995 - June 2007
Cowen and Company 1990 - 1995
E.F. Hutton 1986 - 1990
Skills
Client Service and..., Annuities, Long-Term..., Independent Financial...
Education
Wright State University 1969 — 1972
BS, BUSINESS AND EDUCATION
Sinclair Community College 1966 — 1968
Associate
University of Dayton
MS, EDUCATION SUPERVISION
Chudde Wealth Management, LLC of Wells Fargo Advisors Financial Network March 2011 - Present
Wells Fargo Advisors 2008 - 2011
A.G. Edwards & Sons, Inc. February 1995 - June 2007
Cowen and Company 1990 - 1995
E.F. Hutton 1986 - 1990
Skills
Client Service and..., Annuities, Long-Term..., Independent Financial...
Education
Wright State University 1969 — 1972
BS, BUSINESS AND EDUCATION
Sinclair Community College 1966 — 1968
Associate
University of Dayton
MS, EDUCATION SUPERVISION
Jeff McDougall Jeff McDougall's Wells Fargo Advisors Experience September 2006 - Present
Job First Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2006 - Present
Morgan Stanley 1995 - 2006
Dean Witter 1980 - 1995
Skills
Mutual Funds, Investments, Financial Services, Securities, Retirement Planning, Asset Allocation, Equities
Education
San Jose State University 1970 — 1972
B.A., Advertising
Holds FINRA Series 5, 7, 8, 63, 65 registrations
Wells Fargo Advisors September 2006 - Present
Morgan Stanley 1995 - 2006
Dean Witter 1980 - 1995
Skills
Mutual Funds, Investments, Financial Services, Securities, Retirement Planning, Asset Allocation, Equities
Education
San Jose State University 1970 — 1972
B.A., Advertising
Holds FINRA Series 5, 7, 8, 63, 65 registrations
Alec Lynch's Wells Fargo Advisors Experience July 2015 - August 2015
Job Intern at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - August 2015
Connecticut Secretary of the State December 2014 - January 2015
Bella Luce June 2014 - August 2014
Comnet/Spectra254 May 2014 - June 2014
Skills
Leadership, Microsoft Office, Marketing, Start-ups, Management, Business Development, Government Relations, Swiftpage, Constant Contact, Team Management, Spanish, Microsoft Excel, Financial Analysis
Education
Skidmore College 2014 — 2018
Bachelor Degree Candidate, Business and Management, Cumulative GPA: 3.936
Hamden Hall Country Day School 2008 — 2014
GED
Wells Fargo Advisors July 2015 - August 2015
Connecticut Secretary of the State December 2014 - January 2015
Bella Luce June 2014 - August 2014
Comnet/Spectra254 May 2014 - June 2014
Skills
Leadership, Microsoft Office, Marketing, Start-ups, Management, Business Development, Government Relations, Swiftpage, Constant Contact, Team Management, Spanish, Microsoft Excel, Financial Analysis
Education
Skidmore College 2014 — 2018
Bachelor Degree Candidate, Business and Management, Cumulative GPA: 3.936
Hamden Hall Country Day School 2008 — 2014
GED
Ryan Palenske Ryan Palenske's Wells Fargo Advisors Experience January 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - Present
Wells Fargo Bank March 2006 - February 2012
Wells Fargo Investments, LLC August 2009 - January 2011
Education
San Jose State University 2003 — 2006
Business Administration and Management, General
Wells Fargo Advisors January 2011 - Present
Wells Fargo Bank March 2006 - February 2012
Wells Fargo Investments, LLC August 2009 - January 2011
Education
San Jose State University 2003 — 2006
Business Administration and Management, General
Matthew Tockstein Matthew Tockstein's Wells Fargo Advisors Experience June 2012 - September 2012
Job Information Technology
Industry Information Technology and Services
Experience
Boeing February 2013 - Present
Wells Fargo Advisors June 2012 - September 2012
Lake Mary Car Wash January 2012 - April 2012
Quality Manufacturing Services Inc. October 2011 - December 2011
Skills
Computer Hardware..., Computer Software..., Windows XP Pro, Windows Vista, Windows 7, Microsoft Office 2003, Microsoft Office 2007, Home Networking
Education
Seminole Community College 2010 — 2012
Computer Installation and Repair Technology/Technician
Boeing February 2013 - Present
Wells Fargo Advisors June 2012 - September 2012
Lake Mary Car Wash January 2012 - April 2012
Quality Manufacturing Services Inc. October 2011 - December 2011
Skills
Computer Hardware..., Computer Software..., Windows XP Pro, Windows Vista, Windows 7, Microsoft Office 2003, Microsoft Office 2007, Home Networking
Education
Seminole Community College 2010 — 2012
Computer Installation and Repair Technology/Technician
Fred Horn Fred Horn's Wells Fargo Advisors Experience January 1996 - Present
Job Registered Client Associate at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 1996 - Present
Skills
Securities, Retirement, Finance, Financial Services, Mutual Funds, Investments, Equities
Education
San Diego State University-California State University
Wells Fargo Advisors January 1996 - Present
Skills
Securities, Retirement, Finance, Financial Services, Mutual Funds, Investments, Equities
Education
San Diego State University-California State University
Stuart Rhodes Stuart Rhodes's Wells Fargo Advisors Experience July 2005 - July 2007
Job VP, Corporate Development and Investor Relations at Nationstar Mortgage
Industry Financial Services
Experience
Nationstar Mortgage May 2014 - Present
ACI Worldwide January 2010 - January 2014
ACI Worldwide August 2007 - January 2010
Wells Fargo Advisors July 2005 - July 2007
Skills
Corporate Finance, Investment Banking, Valuation, Executive Management, Corporate Development, Mergers & Acquisitions, M&A experience, Equities, Private Equity, Financial Structuring, Due Diligence, Entrepreneurship, Financial Modeling, Investor Relations
Education
Sewanee-The University of the South 2001 — 2005
B.A., Economics
Episcopal High School 1998 — 2001
Nationstar Mortgage May 2014 - Present
ACI Worldwide January 2010 - January 2014
ACI Worldwide August 2007 - January 2010
Wells Fargo Advisors July 2005 - July 2007
Skills
Corporate Finance, Investment Banking, Valuation, Executive Management, Corporate Development, Mergers & Acquisitions, M&A experience, Equities, Private Equity, Financial Structuring, Due Diligence, Entrepreneurship, Financial Modeling, Investor Relations
Education
Sewanee-The University of the South 2001 — 2005
B.A., Economics
Episcopal High School 1998 — 2001
Ayman Abdallah Ayman Abdallah's Wells Fargo Advisors Experience October 2009 - April 2011
Job Vice President | IT Business Senior Analyst at Citi
Industry Computer Software
Experience
Citi July 2015 - Present
Citi August 2014 - July 2015
Alticor April 2011 - July 2014
Wells Fargo Advisors October 2009 - April 2011
Dunkin Donuts August 2008 - September 2009
Insurance Auto Auctions March 2008 - August 2008
Eagle Insurance August 2007 - February 2008
Crescent Food March 2007 - August 2007
Skills
Business Analysis, Research, SDLC, blueprint Requirments, Oracle Primavera..., Leadership, Management, Requirements Gathering, Requirements Analysis, Business Requirements, Agile & Waterfall..., Functional Requirements, Non-Functional..., Change Management, Demand Management, Business Process..., Business Intelligence, User Acceptance Testing, System Integration..., Wireframes, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Training, Photoshop, Visio, IVR, Planview Enterprise, WebEx
Education
Savannah College of Art and Design
Bachelor's Degree, Architecture, 4.0
Citi July 2015 - Present
Citi August 2014 - July 2015
Alticor April 2011 - July 2014
Wells Fargo Advisors October 2009 - April 2011
Dunkin Donuts August 2008 - September 2009
Insurance Auto Auctions March 2008 - August 2008
Eagle Insurance August 2007 - February 2008
Crescent Food March 2007 - August 2007
Skills
Business Analysis, Research, SDLC, blueprint Requirments, Oracle Primavera..., Leadership, Management, Requirements Gathering, Requirements Analysis, Business Requirements, Agile & Waterfall..., Functional Requirements, Non-Functional..., Change Management, Demand Management, Business Process..., Business Intelligence, User Acceptance Testing, System Integration..., Wireframes, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Training, Photoshop, Visio, IVR, Planview Enterprise, WebEx
Education
Savannah College of Art and Design
Bachelor's Degree, Architecture, 4.0
Kate (Belden) Schoff Kate (Belden) Schoff's Wells Fargo Advisors Experience May 2009 - Present
Job Financial Advisor, First Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2009 - Present
SunTrust Investment Services 2003 - 2009
People's Securities, Inc 1989 - 2002
Skills
Investments, Portfolio Management, Finance, Securities, Financial Advisory, Series 7, Retirement Planning, Wealth Management, Series 63, Investment Advisory, Asset Allocation, Mutual Funds, Retirement, Estate Planning, Uniform Combined State...
Education
Skidmore College
Bachelor of Arts (B.A.), History and Business
Wells Fargo Advisors May 2009 - Present
SunTrust Investment Services 2003 - 2009
People's Securities, Inc 1989 - 2002
Skills
Investments, Portfolio Management, Finance, Securities, Financial Advisory, Series 7, Retirement Planning, Wealth Management, Series 63, Investment Advisory, Asset Allocation, Mutual Funds, Retirement, Estate Planning, Uniform Combined State...
Education
Skidmore College
Bachelor of Arts (B.A.), History and Business
Deaira Ammons Deaira Ammons's Wells Fargo Advisors Experience April 2013 - Present
Job Executive Assistant at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors April 2013 - Present
Wells Fargo Legal Group November 2007 - April 2013
1st Metropolitan Mortgage January 2007 - March 2008
Ashford University February 2006 - January 2007
Skills
Notary Public, Training, Leadership, Project Management, Project Coordination, Management, Event Planning, Access, Loans, Editing, Credit, Invoicing, Auditing, Banking, Employee Engagement, Real Estate, Public Speaking, Financial Analysis, Social Media, Strategic Planning, Mortgage Banking, Microsoft Word
Education
Argosy University San Francisco Bay Area 2010 — 2012
MBA, Management
San Diego State University-California State University 2000 — 2005
BA, Communication
Wells Fargo Advisors April 2013 - Present
Wells Fargo Legal Group November 2007 - April 2013
1st Metropolitan Mortgage January 2007 - March 2008
Ashford University February 2006 - January 2007
Skills
Notary Public, Training, Leadership, Project Management, Project Coordination, Management, Event Planning, Access, Loans, Editing, Credit, Invoicing, Auditing, Banking, Employee Engagement, Real Estate, Public Speaking, Financial Analysis, Social Media, Strategic Planning, Mortgage Banking, Microsoft Word
Education
Argosy University San Francisco Bay Area 2010 — 2012
MBA, Management
San Diego State University-California State University 2000 — 2005
BA, Communication
Cristina Piccirillo's Wells Fargo Advisors Experience October 2000 - 2006
Job Mortgage Broker/Branch Owner Dominion Lending Centres YBM Group License 11129
Industry Financial Services
Experience
Dominion Lending Centres/Owner January 2012 - Present
DOMINION LENDING CENTRES February 2006 - Present
Wells Fargo 1996 - 2007
Wells Fargo Advisors October 2000 - 2006
Skills
Customer Satisfaction, Mortgage Lending, Seminars, Refinance, Debt Consolidation, Loans, Residential Mortgages, Commercial Mortgages, Finance, Investment Properties, Certified Mortgage..., Investments, Mortgage Marketing, Second Mortgages, Brokerage, Mortgage Underwriting, Construction Loans, Reverse Mortgages, First Time Home Buyers, Real Estate Financing, Credit Analysis, Home Equity Lines of..., Rates, Loan Origination, Mortgage Banking, Home Equity Loans
Education
Seneca College of Applied Arts and Technology 1999 — 2002
Mortgage Broker License, Business
Toronto School of Business 1994 — 1995
Dental assistant, Business
Holy Cross CSHS 1990 — 1994
OSSD, BUSINESS
Dominion Lending Centres/Owner January 2012 - Present
DOMINION LENDING CENTRES February 2006 - Present
Wells Fargo 1996 - 2007
Wells Fargo Advisors October 2000 - 2006
Skills
Customer Satisfaction, Mortgage Lending, Seminars, Refinance, Debt Consolidation, Loans, Residential Mortgages, Commercial Mortgages, Finance, Investment Properties, Certified Mortgage..., Investments, Mortgage Marketing, Second Mortgages, Brokerage, Mortgage Underwriting, Construction Loans, Reverse Mortgages, First Time Home Buyers, Real Estate Financing, Credit Analysis, Home Equity Lines of..., Rates, Loan Origination, Mortgage Banking, Home Equity Loans
Education
Seneca College of Applied Arts and Technology 1999 — 2002
Mortgage Broker License, Business
Toronto School of Business 1994 — 1995
Dental assistant, Business
Holy Cross CSHS 1990 — 1994
OSSD, BUSINESS
Penelope Jackson Penelope Jackson's Wells Fargo Advisors Experience August 2007 - July 2011
Job Regional Vice President at Calvert Investments
Industry Financial Services
Experience
Calvert Investments August 2013 - Present
Freelance Writing and Financial Consulting August 2011 - July 2013
Wells Fargo Advisors August 2007 - July 2011
Evergreen Investments 1997 - 2006
Piedmont Airlines 1987 - 1997
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Long Term Care Insurance, Public Speaking, Strategic Financial..., Sales, Marketing, Retirement Planning, Project Management, Marketing Strategy, New Business Development, Estate Planning, Team Building, Coaching, Microsoft Office, Microsoft Excel
Education
Sewanee-The University of the South
Education for Ministry Graduate
Stephen F. Austin State University
Bachelor of Business Administration (BBA), Marketing/Economics/Finance
Calvert Investments August 2013 - Present
Freelance Writing and Financial Consulting August 2011 - July 2013
Wells Fargo Advisors August 2007 - July 2011
Evergreen Investments 1997 - 2006
Piedmont Airlines 1987 - 1997
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Long Term Care Insurance, Public Speaking, Strategic Financial..., Sales, Marketing, Retirement Planning, Project Management, Marketing Strategy, New Business Development, Estate Planning, Team Building, Coaching, Microsoft Office, Microsoft Excel
Education
Sewanee-The University of the South
Education for Ministry Graduate
Stephen F. Austin State University
Bachelor of Business Administration (BBA), Marketing/Economics/Finance
Sam Solgan Sam Solgan's Wells Fargo Advisors Experience January 2011 - July 2012
Job Associate Investment Advisor at CUSO Financial Services, LP
Industry Financial Services
Experience
Bay Federal Credit Union February 2013 - Present
Wells Fargo Advisors January 2011 - July 2012
Wells Fargo Advisors April 2009 - December 2010
Skills
Investments, Financial Analysis, Series 7, Analysis, Retirement Planning, Public Speaking, Mutual Funds, Portfolio Management, Microsoft Office Word..., Microsoft Office Excel..., Microsoft Office..., Financial Modeling, 401k, Corporate Finance
Education
Santa Clara University 2008 — 2010
Bachelor of Science, Commerce (Economics)
Bay Federal Credit Union February 2013 - Present
Wells Fargo Advisors January 2011 - July 2012
Wells Fargo Advisors April 2009 - December 2010
Skills
Investments, Financial Analysis, Series 7, Analysis, Retirement Planning, Public Speaking, Mutual Funds, Portfolio Management, Microsoft Office Word..., Microsoft Office Excel..., Microsoft Office..., Financial Modeling, 401k, Corporate Finance
Education
Santa Clara University 2008 — 2010
Bachelor of Science, Commerce (Economics)
Idania Garcia Idania Garcia's Wells Fargo Advisors Experience February 2009 - September 2009
Job Western US Regional Operations Manager at Jagged Peak
Industry Internet
Experience
Jagged Peak October 2011 - Present
HansonEllis LLC. December 2009 - July 2011
Wells Fargo Advisors February 2009 - September 2009
Harmonium, Inc November 2005 - December 2008
Skills
Social Media, Microsoft Office, Inventory Management
Education
Universidad de Valladolid 2008 — 2009
Negocios Internacionales, Economicas
San Diego State University-California State University 2004 — 2009
BA, International Business
Jagged Peak October 2011 - Present
HansonEllis LLC. December 2009 - July 2011
Wells Fargo Advisors February 2009 - September 2009
Harmonium, Inc November 2005 - December 2008
Skills
Social Media, Microsoft Office, Inventory Management
Education
Universidad de Valladolid 2008 — 2009
Negocios Internacionales, Economicas
San Diego State University-California State University 2004 — 2009
BA, International Business
Mickey Li's Wells Fargo Advisors Experience April 2013 - Present
Job Regional Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
Wells Fargo Advisors April 2013 - Present
Wells Fargo June 2012 - November 2013
Wells Fargo December 2011 - May 2012
Reliance Bay Funding January 2006 - December 2006
Skills
Loans, Credit, Series 63, Series 7, Wealth Management, Investments, Banking, Private Banking, Relationship Management
Education
San Francisco State University
B.A, Business Administration (Management)
Wells Fargo December 2013 - Present
Wells Fargo Advisors April 2013 - Present
Wells Fargo June 2012 - November 2013
Wells Fargo December 2011 - May 2012
Reliance Bay Funding January 2006 - December 2006
Skills
Loans, Credit, Series 63, Series 7, Wealth Management, Investments, Banking, Private Banking, Relationship Management
Education
San Francisco State University
B.A, Business Administration (Management)
Dan Fienberg, CFP®, C(k)P®, AIF®, MBA Dan Fienberg, CFP®, C(k)P®, AIF®, MBA's Wells Fargo Advisors Experience March 2013 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Merrill Lynch August 2003 - March 2013
FSG, Inc. June 2000 - July 2003
AC Nielsen August 1997 - June 2000
L. Norman Howe & Associates January 1995 - July 1997
Skills
Investments, Asset Managment, Portfolio Management, Retirement Plan..., Qualified Retirement..., Retirement Planning, Financial Analysis, Series 7, Asset Allocation, Retirement, Relationship Mgmt, Wealth, Financial Planners, Wealth Management, Tax, Strategic Financial..., Alternative Investments, Investment Strategies, Management, Investment Advisory, 401k, Financial Advisory, Finance, Mutual Funds, Leadership, Asset Management, Financial Modeling, Series 63, Management Consulting, Communication Ethics, Financial Services, Equities, Small Business, Certified Financial..., Defined Benefit, Defined Contribution, Wealth Management..., 403 b, Securities, Investment Management, Uniform Combined State..., Series 65, Separately Managed..., ETFs, FINRA, Fixed Annuities, Estate Planning, IRAs, Fixed Income, Series 24
Education
fi360 2014 — 2015
AIF® - Accredited Investment Fiduciary®
University of California, Los Angeles 2011 — 2012
C(k)P® - Certified 401(k) Professional, Corporate Retirement Plans
College of Financial Planning 2002 — 2003
CFP® - Certified Financial Planner, Financial Planning and Services
University of California, Los Angeles 2000 — 2001
PFP, Personal Financial Planning
University of Southern California - Marshall School of Business 1997 — 2000
MBA, Finance
San Diego State University-California State University 1988 — 1993
BS, Business Management, Economics Minor
LACES 1980 — 1988
High School
Wells Fargo Advisors March 2013 - Present
Merrill Lynch August 2003 - March 2013
FSG, Inc. June 2000 - July 2003
AC Nielsen August 1997 - June 2000
L. Norman Howe & Associates January 1995 - July 1997
Skills
Investments, Asset Managment, Portfolio Management, Retirement Plan..., Qualified Retirement..., Retirement Planning, Financial Analysis, Series 7, Asset Allocation, Retirement, Relationship Mgmt, Wealth, Financial Planners, Wealth Management, Tax, Strategic Financial..., Alternative Investments, Investment Strategies, Management, Investment Advisory, 401k, Financial Advisory, Finance, Mutual Funds, Leadership, Asset Management, Financial Modeling, Series 63, Management Consulting, Communication Ethics, Financial Services, Equities, Small Business, Certified Financial..., Defined Benefit, Defined Contribution, Wealth Management..., 403 b, Securities, Investment Management, Uniform Combined State..., Series 65, Separately Managed..., ETFs, FINRA, Fixed Annuities, Estate Planning, IRAs, Fixed Income, Series 24
Education
fi360 2014 — 2015
AIF® - Accredited Investment Fiduciary®
University of California, Los Angeles 2011 — 2012
C(k)P® - Certified 401(k) Professional, Corporate Retirement Plans
College of Financial Planning 2002 — 2003
CFP® - Certified Financial Planner, Financial Planning and Services
University of California, Los Angeles 2000 — 2001
PFP, Personal Financial Planning
University of Southern California - Marshall School of Business 1997 — 2000
MBA, Finance
San Diego State University-California State University 1988 — 1993
BS, Business Management, Economics Minor
LACES 1980 — 1988
High School
John Engelhorn John Engelhorn's Wells Fargo Advisors Experience August 2011 - March 2012
Job Senior Sales Operations Analyst at Equifax Workforce Solutions
Industry Telecommunications
Experience
Equifax Workforce Solutions August 2015 - Present
CenturyLink October 2014 - August 2015
ROi Resource Optimization & Innovation January 2013 - October 2014
Nature's Variety March 2012 - January 2013
Wells Fargo Advisors August 2011 - March 2012
Missouri American Water April 2011 - August 2011
Microsoft December 1997 - April 2011
IMED 1990 - 1998
Skills
Forecasting, Financial Reporting, Financial Analysis, Financial Modeling, Strategic Financial..., Business Strategy, Business Analysis, Cross-functional Team..., Analysis, Team Leadership, Strategy, Process Improvement, Budgets, Leadership, Management, Finance, Business Intelligence, Program Management
Education
Southern Illinois University, Edwardsville 1997 — 1999
MBA
San Diego State University-California State University 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Equifax Workforce Solutions August 2015 - Present
CenturyLink October 2014 - August 2015
ROi Resource Optimization & Innovation January 2013 - October 2014
Nature's Variety March 2012 - January 2013
Wells Fargo Advisors August 2011 - March 2012
Missouri American Water April 2011 - August 2011
Microsoft December 1997 - April 2011
IMED 1990 - 1998
Skills
Forecasting, Financial Reporting, Financial Analysis, Financial Modeling, Strategic Financial..., Business Strategy, Business Analysis, Cross-functional Team..., Analysis, Team Leadership, Strategy, Process Improvement, Budgets, Leadership, Management, Finance, Business Intelligence, Program Management
Education
Southern Illinois University, Edwardsville 1997 — 1999
MBA
San Diego State University-California State University 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Chris Clarkson Chris Clarkson's Wells Fargo Advisors Experience February 2010 - January 2011
Job Client Service Manager at Sequoia Consulting Group
Industry Insurance
Experience
Sequoia Consulting Group July 2014 - Present
Emerging Insurance Professionals November 2013 - Present
ISU Insurance Services of San Francisco April 2012 - July 2014
ISU Insurance Services of San Francisco January 2011 - April 2012
Wells Fargo Advisors February 2010 - January 2011
Silicon Valley Capital Management June 2008 - July 2009
Tomahawks Lacrosse Club February 2009 - May 2009
Santa Clara University September 2004 - June 2008
Education
Santa Clara University 2004 — 2008
Bachelor of Science, Commerce; Finance; MIS
Syracuse University in Florence 2006 — 2006
Jesuit High School 2000 — 2004
Sequoia Consulting Group July 2014 - Present
Emerging Insurance Professionals November 2013 - Present
ISU Insurance Services of San Francisco April 2012 - July 2014
ISU Insurance Services of San Francisco January 2011 - April 2012
Wells Fargo Advisors February 2010 - January 2011
Silicon Valley Capital Management June 2008 - July 2009
Tomahawks Lacrosse Club February 2009 - May 2009
Santa Clara University September 2004 - June 2008
Education
Santa Clara University 2004 — 2008
Bachelor of Science, Commerce; Finance; MIS
Syracuse University in Florence 2006 — 2006
Jesuit High School 2000 — 2004
Christopher Kozo Christopher Kozo's Wells Fargo Advisors Experience October 1998 - Present
Job Senior Vice President, Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 1998 - Present
Skills
Retirement Planning, Investments, Securities, Finance, Insurance, Retirement, Asset Allocation, Pensions, Mutual Funds, Financial Advisory, Alternative Investments, Financial Analysis, Portfolio Management, Financial Planning, Asset Management, Series 7
Education
San Diego State University-California State University 2001 — 2003
MBA, Financial & Tax Planning
University of California, San Diego 1990 — 1995
BS, Physiology & Neuroscience
Wells Fargo Advisors October 1998 - Present
Skills
Retirement Planning, Investments, Securities, Finance, Insurance, Retirement, Asset Allocation, Pensions, Mutual Funds, Financial Advisory, Alternative Investments, Financial Analysis, Portfolio Management, Financial Planning, Asset Management, Series 7
Education
San Diego State University-California State University 2001 — 2003
MBA, Financial & Tax Planning
University of California, San Diego 1990 — 1995
BS, Physiology & Neuroscience
Todd Vitale Todd Vitale's Wells Fargo Advisors Experience February 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2015 - Present
UBS Wealth Management October 1987 - August 2008
Skills
Strategic Partnerships, Financial Advisory, Competitive Analysis, Management, Marketing Strategy, Investments, Sales Operations, Finance, Marketing, New Business Development, Account Management, Leadership
Education
San Diego State University-California State University 1981 — 1986
Bachelor of Science Business Marketing
San Diego State University-California State University
Wells Fargo Advisors February 2015 - Present
UBS Wealth Management October 1987 - August 2008
Skills
Strategic Partnerships, Financial Advisory, Competitive Analysis, Management, Marketing Strategy, Investments, Sales Operations, Finance, Marketing, New Business Development, Account Management, Leadership
Education
San Diego State University-California State University 1981 — 1986
Bachelor of Science Business Marketing
San Diego State University-California State University
Katie Souza's Wells Fargo Advisors Experience May 2015 - Present
Job Financial Advisor
Industry Investment Management
Experience
Wells Fargo Advisors May 2015 - Present
Powdr Corp May 2012 - May 2014
Skills
Microsoft Office, Microsoft Word, Social Media, Social Media Marketing, Event Planning, Sports, Financial Services, Capital Budgeting, Program Management, Program Development, Public Relations, Microsoft Excel, Advertising
Education
Sierra Nevada College 2012 — 2015
Bachelors, Global Business Management, Finance and Economics, Ski Business Resort Management
Wells Fargo Advisors May 2015 - Present
Powdr Corp May 2012 - May 2014
Skills
Microsoft Office, Microsoft Word, Social Media, Social Media Marketing, Event Planning, Sports, Financial Services, Capital Budgeting, Program Management, Program Development, Public Relations, Microsoft Excel, Advertising
Education
Sierra Nevada College 2012 — 2015
Bachelors, Global Business Management, Finance and Economics, Ski Business Resort Management
Mary Ann Samuels Mary Ann Samuels's Wells Fargo Advisors Experience August 1998 - Present
Job Financial Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 1998 - Present
Skills
Portfolio Management
Education
Seton Hall University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Wells Fargo Advisors August 1998 - Present
Skills
Portfolio Management
Education
Seton Hall University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Ryan Nicklas Ryan Nicklas's Wells Fargo Advisors Experience May 2009 - August 2009
Job Associate at Point72 Asset Management, L.P.
Industry Investment Management
Experience
Point72 Asset Management, L.P. November 2012 - Present
Morgan Stanley August 2011 - November 2012
Wells Fargo Advisors May 2009 - August 2009
Skills
Equities, Equity Derivatives, Derivatives
Education
Siena College 2007 — 2011
B.S., Finance, Minor in Economics
Point72 Asset Management, L.P. November 2012 - Present
Morgan Stanley August 2011 - November 2012
Wells Fargo Advisors May 2009 - August 2009
Skills
Equities, Equity Derivatives, Derivatives
Education
Siena College 2007 — 2011
B.S., Finance, Minor in Economics
Neely Ebrahim's Wells Fargo Advisors Experience June 2009 - September 2010
Job Branch Manager IV Vice President
Industry Banking
Experience
TD July 2015 - Present
Citi July 2013 - Present
Wells Fargo November 2011 - June 2013
Wells Fargo Retail Finance September 2010 - November 2011
Wells Fargo Advisors June 2009 - September 2010
JP Morgan February 2006 - June 2009
Skills
Credit Analysis, Retail Banking, Sales, Credit, Consumer Lending, Small Business Lending, Management, Loans, Banking, Business Development, Customer Service, Finance, Coaching, Financial Services, Leadership, Sales Management, Mortgage Lending, Budgets, Risk Management, Cross Selling
Education
Seminole Community College
Sewanahka High School
TD July 2015 - Present
Citi July 2013 - Present
Wells Fargo November 2011 - June 2013
Wells Fargo Retail Finance September 2010 - November 2011
Wells Fargo Advisors June 2009 - September 2010
JP Morgan February 2006 - June 2009
Skills
Credit Analysis, Retail Banking, Sales, Credit, Consumer Lending, Small Business Lending, Management, Loans, Banking, Business Development, Customer Service, Finance, Coaching, Financial Services, Leadership, Sales Management, Mortgage Lending, Budgets, Risk Management, Cross Selling
Education
Seminole Community College
Sewanahka High School
Michael D. Carter, Sr. Michael D. Carter, Sr.'s Wells Fargo Advisors Experience February 1993 - October 2003
Job President at Diversified Marketing and Management | Cash Capital Management
Industry Marketing and Advertising
Experience
Diversified Marketing and Mgt. LLC Cash Capital Management April 2011 - Present
Franco Diore' Enterprises May 2011 - April 2012
Carter Capital Management May 2010 - May 2011
Wachovia Securities Financial Network July 2008 - April 2010
Citi October 2003 - July 2008
Wells Fargo Advisors February 1993 - October 2003
Skills
Marketing Strategy, Business Plans, Conversion Management, Capital Acquisition, Revenue Enhancement, Discounted Legal Network, Telecommunications Cost..., Website Development, Video Production, Unsecured Business..., Wealth Management, Start-up Business..., Business Consulting, Email Marketing, Business Planning, Management Consulting, Mergers & Acquisitions, Trading Systems, Oil & Gas Industry, Sales, Management, Resorts, Lead Generation, Investment Banking, Gold, Hedge Funds, Trading, Trade Finance, Construction Finance, Platform Architecture, Finance, New Business Development, Funding, Marketing, Investments, Banking, Loans
Education
San Jose State University 1977 — 1981
BS Marketing, BA Advertising
Diversified Marketing and Mgt. LLC Cash Capital Management April 2011 - Present
Franco Diore' Enterprises May 2011 - April 2012
Carter Capital Management May 2010 - May 2011
Wachovia Securities Financial Network July 2008 - April 2010
Citi October 2003 - July 2008
Wells Fargo Advisors February 1993 - October 2003
Skills
Marketing Strategy, Business Plans, Conversion Management, Capital Acquisition, Revenue Enhancement, Discounted Legal Network, Telecommunications Cost..., Website Development, Video Production, Unsecured Business..., Wealth Management, Start-up Business..., Business Consulting, Email Marketing, Business Planning, Management Consulting, Mergers & Acquisitions, Trading Systems, Oil & Gas Industry, Sales, Management, Resorts, Lead Generation, Investment Banking, Gold, Hedge Funds, Trading, Trade Finance, Construction Finance, Platform Architecture, Finance, New Business Development, Funding, Marketing, Investments, Banking, Loans
Education
San Jose State University 1977 — 1981
BS Marketing, BA Advertising
Dave Agustin Dave Agustin's Wells Fargo Advisors Experience August 2015 - Present
Job Investment and Retirement: Take the Future by the Horns!
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors August 2013 - Present
Wells Fargo September 2010 - August 2013
Mechanics Bank August 2008 - October 2009
Wells Fargo April 2006 - July 2008
Skills
Banking, Commercial Lending, Credit, Credit Analysis, Finance, Financial Services, Lines Of Credit, Loans, Portfolio Management, Small Business Lending, Retail Banking, Credit Risk, Financial Analysis, Consumer Lending, Investments, Cash Management, Financial Risk, Mortgage Lending, Wealth Management, Commercial Banking, Underwriting, Financial Planning, Mutual Funds, Insurance, Loan Origination, Cross Selling, Relationship Management, Asset Management, Securities, Equities, Mortgage Banking, Fixed Income, Investment Banking, Retirement Planning, Refinance, Private Banking, Residential Mortgages, Financial Advisory, Financial Modeling, Capital Markets, Investment Advisory, Financial Markets, Real Estate, Trading, Credit Cards, Customer Service, Risk Management, Series 63, Valuation, Microsoft Office
Education
FINRA, CA Dept. Insurance 2013 — 2013
Series 6, 63, Life-Only, Variable Contracts, Investments and Securities
San Francisco State University, College of Business 2011 — 2013
Bachelor of Science (B.S.), Finance, General
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors August 2013 - Present
Wells Fargo September 2010 - August 2013
Mechanics Bank August 2008 - October 2009
Wells Fargo April 2006 - July 2008
Skills
Banking, Commercial Lending, Credit, Credit Analysis, Finance, Financial Services, Lines Of Credit, Loans, Portfolio Management, Small Business Lending, Retail Banking, Credit Risk, Financial Analysis, Consumer Lending, Investments, Cash Management, Financial Risk, Mortgage Lending, Wealth Management, Commercial Banking, Underwriting, Financial Planning, Mutual Funds, Insurance, Loan Origination, Cross Selling, Relationship Management, Asset Management, Securities, Equities, Mortgage Banking, Fixed Income, Investment Banking, Retirement Planning, Refinance, Private Banking, Residential Mortgages, Financial Advisory, Financial Modeling, Capital Markets, Investment Advisory, Financial Markets, Real Estate, Trading, Credit Cards, Customer Service, Risk Management, Series 63, Valuation, Microsoft Office
Education
FINRA, CA Dept. Insurance 2013 — 2013
Series 6, 63, Life-Only, Variable Contracts, Investments and Securities
San Francisco State University, College of Business 2011 — 2013
Bachelor of Science (B.S.), Finance, General
Bill Haydon Bill Haydon's Wells Fargo Advisors Experience January 2012 - Present
Job Branch Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2012 - Present
Wells Fargo Advisors Financial Network, LLC, Member SIPC March 2012 - Present
Wells Fargo Advisors Financial Network, LLC, Member SIPC December 2011 - Present
AWHaydon.com January 1985 - Present
Education
Skidmore College
Bachelor, BS, Business
University of Massachusetts, Amherst
Masters, MBA, Masters in Business Administration
Wells Fargo Advisors January 2012 - Present
Wells Fargo Advisors Financial Network, LLC, Member SIPC March 2012 - Present
Wells Fargo Advisors Financial Network, LLC, Member SIPC December 2011 - Present
AWHaydon.com January 1985 - Present
Education
Skidmore College
Bachelor, BS, Business
University of Massachusetts, Amherst
Masters, MBA, Masters in Business Administration
Shannon Pidgeon's Wells Fargo Advisors Experience December 2014 - January 2015
Job Product Marketing Specialist at NVIDIA
Industry Marketing and Advertising
Experience
NVIDIA August 2015 - Present
Santa Clara University September 2013 - Present
Fit3D January 2015 - March 2015
Wells Fargo Advisors December 2014 - January 2015
Williams-Sonoma, Inc. June 2014 - August 2014
Nordstrom December 2012 - December 2013
blur Group July 2013 - August 2013
Global AIDS Interfaith Alliance June 2012 - August 2012
Herrero Contractors December 2011 - January 2012
Nordstrom June 2010 - July 2011
Skills
Marketing, Marketing Analytics, Social Media, Customer Service, Sales, Team Leadership, Event Planning, Client Communications, Social Networking, Teamwork, Management, Research, PowerPoint, Public Relations, Public Speaking, Microsoft Word, Microsoft Excel, Microsoft Office, Office Management, Communication, Entrepreneurship, Retail, Data Management, Financial Transactions, Time Management, Compassion, Recruiting, Fundraising, Lightroom, Qualtrics, HootSuite, Illustrator
Education
Santa Clara University - Leavey School of Business 2011 — 2015
Bachelor of Science Commerce, Marketing Major, Entrepreneurship Minor
Saint Ignatius College Preparatory 2007 — 2011
High School Diploma
NVIDIA August 2015 - Present
Santa Clara University September 2013 - Present
Fit3D January 2015 - March 2015
Wells Fargo Advisors December 2014 - January 2015
Williams-Sonoma, Inc. June 2014 - August 2014
Nordstrom December 2012 - December 2013
blur Group July 2013 - August 2013
Global AIDS Interfaith Alliance June 2012 - August 2012
Herrero Contractors December 2011 - January 2012
Nordstrom June 2010 - July 2011
Skills
Marketing, Marketing Analytics, Social Media, Customer Service, Sales, Team Leadership, Event Planning, Client Communications, Social Networking, Teamwork, Management, Research, PowerPoint, Public Relations, Public Speaking, Microsoft Word, Microsoft Excel, Microsoft Office, Office Management, Communication, Entrepreneurship, Retail, Data Management, Financial Transactions, Time Management, Compassion, Recruiting, Fundraising, Lightroom, Qualtrics, HootSuite, Illustrator
Education
Santa Clara University - Leavey School of Business 2011 — 2015
Bachelor of Science Commerce, Marketing Major, Entrepreneurship Minor
Saint Ignatius College Preparatory 2007 — 2011
High School Diploma
Nicholas Dupuis Nicholas Dupuis's Wells Fargo Advisors Experience January 2010 - June 2010
Job Analyst at Macquarie Capital USA
Industry Investment Banking
Experience
Macquarie Group January 2015 - Present
Wells Fargo Capital Finance October 2013 - January 2015
Pensacola Ice Flyers/GKS Tychy March 2013 - August 2013
FactSet Research Systems July 2012 - March 2013
The Ayco Company, L.P. September 2011 - April 2012
Skidmore Saratoga Entrepreneurial Partnership January 2011 - April 2012
Scottrade June 2010 - May 2011
Wells Fargo Advisors January 2010 - June 2010
Skills
CRM, Market Data, Financial Data, Microsoft Excel, PowerPoint, Financial Databases, Software Consulting, Credit Analysis, Financial Analysis, Asset Based Lending, Social Media, Economics
Education
Skidmore College 2008 — 2012
BA, Economics/Business Management, 3.73
Northfield Mount Hermon School 2004 — 2006
HS Diploma, High School
Cathedral High School 2001 — 2004
Macquarie Group January 2015 - Present
Wells Fargo Capital Finance October 2013 - January 2015
Pensacola Ice Flyers/GKS Tychy March 2013 - August 2013
FactSet Research Systems July 2012 - March 2013
The Ayco Company, L.P. September 2011 - April 2012
Skidmore Saratoga Entrepreneurial Partnership January 2011 - April 2012
Scottrade June 2010 - May 2011
Wells Fargo Advisors January 2010 - June 2010
Skills
CRM, Market Data, Financial Data, Microsoft Excel, PowerPoint, Financial Databases, Software Consulting, Credit Analysis, Financial Analysis, Asset Based Lending, Social Media, Economics
Education
Skidmore College 2008 — 2012
BA, Economics/Business Management, 3.73
Northfield Mount Hermon School 2004 — 2006
HS Diploma, High School
Cathedral High School 2001 — 2004
Taylor Kerns's Wells Fargo Advisors Experience January 2011 - December 2011
Job Financial Analyst at Corinthian Development Company
Industry Financial Services
Experience
Corinthian Development February 2014 - Present
Kaufman & Seargeant, CPA's December 2011 - December 2012
Wells Fargo Advisors January 2011 - December 2011
Skills
Finance, Investments, Mutual Funds, Retirement Planning, Financial Analysis, Financial Modeling, Valuation, Accounting, Networking, Financial Reporting, Financial Accounting, Auditing, Insurance, Microsoft Excel, Underwriting
Education
San Francisco State University, College of Business 2006 — 2010
BS, Accounting
Corinthian Development February 2014 - Present
Kaufman & Seargeant, CPA's December 2011 - December 2012
Wells Fargo Advisors January 2011 - December 2011
Skills
Finance, Investments, Mutual Funds, Retirement Planning, Financial Analysis, Financial Modeling, Valuation, Accounting, Networking, Financial Reporting, Financial Accounting, Auditing, Insurance, Microsoft Excel, Underwriting
Education
San Francisco State University, College of Business 2006 — 2010
BS, Accounting
Alex Barnes's Wells Fargo Advisors Experience February 2011 - May 2011
Job Business Development at SIMPLENIGHT
Industry Internet
Experience
SIMPLENIGHT November 2014 - Present
Pearl May 2015 - Present
Dowling & Partners June 2011 - October 2014
Wells Fargo Advisors February 2011 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Equity Research, Bloomberg, Valuation, Equities, Financial Modeling, Financial Analysis, Investments, Research, Market Research, Bloomberg Terminal, Securities, Sales, Wealth Management, Strategic Partnerships, CRM, Marketing, Microsoft Office, Social Media, Microsoft Excel
Education
Skidmore College 2007 — 2011
BA, Business-Economics
Kingswood-Oxford 2004 — 2007
SIMPLENIGHT November 2014 - Present
Pearl May 2015 - Present
Dowling & Partners June 2011 - October 2014
Wells Fargo Advisors February 2011 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Equity Research, Bloomberg, Valuation, Equities, Financial Modeling, Financial Analysis, Investments, Research, Market Research, Bloomberg Terminal, Securities, Sales, Wealth Management, Strategic Partnerships, CRM, Marketing, Microsoft Office, Social Media, Microsoft Excel
Education
Skidmore College 2007 — 2011
BA, Business-Economics
Kingswood-Oxford 2004 — 2007
Sage Cho, MBA Sage Cho, MBA's Wells Fargo Advisors Experience August 2005 - October 2011
Job Global Account Manager Assistant Director, Business Development at Ernst & Young
Industry Financial Services
Experience
EY May 2015 - Present
Google via Vaco September 2014 - April 2015
Google via Randstad May 2013 - September 2014
Morgan Stanley Wealth Management October 2011 - May 2013
Wells Fargo Advisors August 2005 - October 2011
Ameriprise Financial Services, Inc. June 2004 - July 2005
Skills
Strategic Financial..., Retirement Planning, Investments, Series 7, Alternative Investments, Mutual Funds, Wealth Management, Financial Modeling, Financial Analysis, Portfolio Management, Sales, Marketing, Product Marketing, Data Analysis, Customer Service, Account Management, Relationship Management, Maintaining Strong..., Operations Management, Direct Marketing, Event Planning, Equities, Supply Chain Management, Logistics, CRM, Asset Allocation, Financial Planning
Education
Santa Clara University - Leavey School of Business 2008 — 2012
MBA, Marketing/Marketing Management, General
University of California, Santa Cruz 2000 — 2004
B,A,, Business Management, Economics
Mills High 1996 — 2000
EY May 2015 - Present
Google via Vaco September 2014 - April 2015
Google via Randstad May 2013 - September 2014
Morgan Stanley Wealth Management October 2011 - May 2013
Wells Fargo Advisors August 2005 - October 2011
Ameriprise Financial Services, Inc. June 2004 - July 2005
Skills
Strategic Financial..., Retirement Planning, Investments, Series 7, Alternative Investments, Mutual Funds, Wealth Management, Financial Modeling, Financial Analysis, Portfolio Management, Sales, Marketing, Product Marketing, Data Analysis, Customer Service, Account Management, Relationship Management, Maintaining Strong..., Operations Management, Direct Marketing, Event Planning, Equities, Supply Chain Management, Logistics, CRM, Asset Allocation, Financial Planning
Education
Santa Clara University - Leavey School of Business 2008 — 2012
MBA, Marketing/Marketing Management, General
University of California, Santa Cruz 2000 — 2004
B,A,, Business Management, Economics
Mills High 1996 — 2000
Elizabeth Farel's Wells Fargo Advisors Experience August 2012 - June 2015
Job Associate at Sand Hill Global Advisors
Industry Financial Services
Experience
Sand Hill Global Advisors August 2015 - Present
Wells Fargo Advisors August 2012 - June 2015
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Investments, Public Speaking, Social Media, Research, Microsoft Word, Project Management, Event Planning, Customer Service, Business Development, Entrepreneurship, Social Media Marketing
Education
Santa Clara University 2013 — 2015
Bachelor of Science (BS), Finance
Cañada College 2011 — 2013
Associate of Arts (A.A.) and Associate of Science (A.S.), Economics and Business Administration
Menlo Atherton High School 2008 — 2012
Sand Hill Global Advisors August 2015 - Present
Wells Fargo Advisors August 2012 - June 2015
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Investments, Public Speaking, Social Media, Research, Microsoft Word, Project Management, Event Planning, Customer Service, Business Development, Entrepreneurship, Social Media Marketing
Education
Santa Clara University 2013 — 2015
Bachelor of Science (BS), Finance
Cañada College 2011 — 2013
Associate of Arts (A.A.) and Associate of Science (A.S.), Economics and Business Administration
Menlo Atherton High School 2008 — 2012
Nichol Rogers Nichol Rogers's Wells Fargo Advisors Experience August 2015 - Present
Job Regional Brokerage Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors October 2012 - Present
Wells Fargo Advisors August 2007 - October 2012
Wells Fargo Advisors March 2006 - August 2007
LPL Financial May 2003 - May 2005
Skills
Business Process..., Recruiting, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Training, Outlook
Education
San Diego State University-California State University
Bachelor of Arts (BA), Political Science and Government
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors October 2012 - Present
Wells Fargo Advisors August 2007 - October 2012
Wells Fargo Advisors March 2006 - August 2007
LPL Financial May 2003 - May 2005
Skills
Business Process..., Recruiting, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Training, Outlook
Education
San Diego State University-California State University
Bachelor of Arts (BA), Political Science and Government
Jonathan Awad Jonathan Awad's Wells Fargo Advisors Experience January 2015 - January 2015
Job Summer Analyst at JPMorgan
Industry Financial Services
Experience
Skidmore College August 2015 - Present
Skidmore College January 2015 - Present
Skidmore College December 2014 - Present
Skidmore College September 2013 - Present
J.P. Morgan June 2015 - August 2015
Skidmore College September 2014 - June 2015
Wells Fargo Advisors January 2015 - January 2015
Skidmore College September 2014 - December 2014
KR Diamonds, Ltd. June 2014 - August 2014
Criteo January 2014 - January 2014
Skills
Analysis, People-oriented, Microsoft Office, PowerPoint, Situational Leadership, Research, Interviews, Reading People, Oral & Written..., Public Speaking, Communication, Confidence Building, Microsoft Excel, Financial Analysis, Market Research, Valuation Modeling, Problem Solving, Private Equity, Corporate Finance, Banking, Stock Market, Equities, Microsoft Word, Management, Data Analysis, Event Planning
Education
Skidmore College 2012 — 2016
Bachelor of Science (B.S.), Business Administration and Management, General; Government Minor, 3.82
Bronx High School of Science 2008 — 2012
High School Degree, 92 GPA
Skidmore College August 2015 - Present
Skidmore College January 2015 - Present
Skidmore College December 2014 - Present
Skidmore College September 2013 - Present
J.P. Morgan June 2015 - August 2015
Skidmore College September 2014 - June 2015
Wells Fargo Advisors January 2015 - January 2015
Skidmore College September 2014 - December 2014
KR Diamonds, Ltd. June 2014 - August 2014
Criteo January 2014 - January 2014
Skills
Analysis, People-oriented, Microsoft Office, PowerPoint, Situational Leadership, Research, Interviews, Reading People, Oral & Written..., Public Speaking, Communication, Confidence Building, Microsoft Excel, Financial Analysis, Market Research, Valuation Modeling, Problem Solving, Private Equity, Corporate Finance, Banking, Stock Market, Equities, Microsoft Word, Management, Data Analysis, Event Planning
Education
Skidmore College 2012 — 2016
Bachelor of Science (B.S.), Business Administration and Management, General; Government Minor, 3.82
Bronx High School of Science 2008 — 2012
High School Degree, 92 GPA
Puya Vossoughi's Wells Fargo Advisors Experience January 2008 - Present
Job Senior Community Branch ManagerAVP at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank January 2015 - Present
Wells Fargo Advisors January 2008 - Present
Wells Fargo July 2014 - January 2015
Wells Fargo Bank August 2010 - July 2014
Wells Fargo August 2009 - August 2010
Wells Fargo January 2008 - August 2009
Skills
Consumer Lending, Small Business Lending, Branch Management, Loans, Mortgage Lending, Financial Planning, Investment Advisory, Cash Management, Team Building, Team Management, Sales Coach, Managing High..., Finance, Retail Banking, Sales, Strategic Financial..., Credit, Investments, Portfolio Management, High Performance Teams, Banking, Customer Service, Management, Leadership, Relationship Management, Cross Selling, Commercial Banking, Business Development, Lines Of Credit, Agency Relations, Business Owner Planning, Client Development, Client Education, Client Relations, Client Services, Team Leadership
Education
San Jose State University 2002 — 2007
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law, 3.33
Wells Fargo Bank January 2015 - Present
Wells Fargo Advisors January 2008 - Present
Wells Fargo July 2014 - January 2015
Wells Fargo Bank August 2010 - July 2014
Wells Fargo August 2009 - August 2010
Wells Fargo January 2008 - August 2009
Skills
Consumer Lending, Small Business Lending, Branch Management, Loans, Mortgage Lending, Financial Planning, Investment Advisory, Cash Management, Team Building, Team Management, Sales Coach, Managing High..., Finance, Retail Banking, Sales, Strategic Financial..., Credit, Investments, Portfolio Management, High Performance Teams, Banking, Customer Service, Management, Leadership, Relationship Management, Cross Selling, Commercial Banking, Business Development, Lines Of Credit, Agency Relations, Business Owner Planning, Client Development, Client Education, Client Relations, Client Services, Team Leadership
Education
San Jose State University 2002 — 2007
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law, 3.33
Joshua Inouye Joshua Inouye's Wells Fargo Advisors Experience August 2015 - September 2015
Job Student at Santa Clara University
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - September 2015
Menlo Park Legends Baseball June 2015 - August 2015
Skills
Organization Skills, People Skills, Microsoft Office, Leadership, Apple Products, Google Docs, Microsoft Word, Social Media, PowerPoint, Baseball, Coaching Baseball
Education
Santa Clara University 2014 — 2018
Bachelor of Science (BS), Economics/Psychology
Iolani School 2007 — 2014
Wells Fargo Advisors August 2015 - September 2015
Menlo Park Legends Baseball June 2015 - August 2015
Skills
Organization Skills, People Skills, Microsoft Office, Leadership, Apple Products, Google Docs, Microsoft Word, Social Media, PowerPoint, Baseball, Coaching Baseball
Education
Santa Clara University 2014 — 2018
Bachelor of Science (BS), Economics/Psychology
Iolani School 2007 — 2014
Jammie Hunter, CRPC® Jammie Hunter, CRPC®'s Wells Fargo Advisors Experience November 2013 - April 2015
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2015 - Present
Wells Fargo Advisors November 2013 - April 2015
Merrill Lynch November 2007 - November 2013
KeyBank November 2005 - November 2007
Washington Mutual Savings Bank June 1997 - November 2005
Skills
Investments, Finance, Banking, Portfolio Management, Financial Services, Risk Management, Sales, Equities, New Business Development, Business Development, Coaching, Sales Training, Financial Presentations
Education
Seminole State College of Florida
Bank of America Merrill Lynch April 2015 - Present
Wells Fargo Advisors November 2013 - April 2015
Merrill Lynch November 2007 - November 2013
KeyBank November 2005 - November 2007
Washington Mutual Savings Bank June 1997 - November 2005
Skills
Investments, Finance, Banking, Portfolio Management, Financial Services, Risk Management, Sales, Equities, New Business Development, Business Development, Coaching, Sales Training, Financial Presentations
Education
Seminole State College of Florida
Eric Kurtz Eric Kurtz's Wells Fargo Advisors Experience July 2010 - September 2010
Job Associate at Cliffwater, LLC
Industry Financial Services
Experience
Cliffwater, LLC July 2014 - Present
Cross Shore Capital Managment, LLC December 2011 - July 2014
SUNY Albany Investment Group September 2008 - June 2011
Wells Fargo Advisors July 2010 - September 2010
Investors Capital July 2009 - September 2009
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Equity Research, Alternative Investments, Hedge Funds, Investments, Financial Markets, Mutual Funds, Finance, Equities, Portfolio Management, Analysis, Bloomberg Terminal, Bloomberg, Asset Management, Valuation
Education
State University of New York at Albany 2007 — 2011
Sichuan University 2011 — 2011
Intensive Language Program, Chinese Language
Cliffwater, LLC July 2014 - Present
Cross Shore Capital Managment, LLC December 2011 - July 2014
SUNY Albany Investment Group September 2008 - June 2011
Wells Fargo Advisors July 2010 - September 2010
Investors Capital July 2009 - September 2009
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Equity Research, Alternative Investments, Hedge Funds, Investments, Financial Markets, Mutual Funds, Finance, Equities, Portfolio Management, Analysis, Bloomberg Terminal, Bloomberg, Asset Management, Valuation
Education
State University of New York at Albany 2007 — 2011
Sichuan University 2011 — 2011
Intensive Language Program, Chinese Language
Anne Larson Anne Larson's Wells Fargo Advisors Experience August 2014 - Present
Job Head of WFA Client Strategies at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Wells Fargo Advisors August 2013 - Present
Wells Fargo January 2006 - August 2013
CHARLES SCHWAB &CO. INC. August 2003 - December 2005
CHARLES SCHWAB &CO. INC. September 1998 - August 2003
Skills
Client Acquisition,..., Investments, Wealth Management, Portfolio Management, Series 7, Mutual Funds, Retirement Planning, Strategic Financial..., Financial Services, Financial Analysis, Equities, Financial Modeling, Banking, Asset Management, Asset Allocation, Series 63, Securities, Risk Management, Fixed Income, Investment Advisory, Alternative Investments
Education
Santa Clara University 1996 — 1998
Master of Business Administration (M.B.A.), Finance and Marketing
Santa Clara University 1992 — 1996
Bachelors of Science, Economics
Wells Fargo Advisors August 2014 - Present
Wells Fargo Advisors August 2013 - Present
Wells Fargo January 2006 - August 2013
CHARLES SCHWAB &CO. INC. August 2003 - December 2005
CHARLES SCHWAB &CO. INC. September 1998 - August 2003
Skills
Client Acquisition,..., Investments, Wealth Management, Portfolio Management, Series 7, Mutual Funds, Retirement Planning, Strategic Financial..., Financial Services, Financial Analysis, Equities, Financial Modeling, Banking, Asset Management, Asset Allocation, Series 63, Securities, Risk Management, Fixed Income, Investment Advisory, Alternative Investments
Education
Santa Clara University 1996 — 1998
Master of Business Administration (M.B.A.), Finance and Marketing
Santa Clara University 1992 — 1996
Bachelors of Science, Economics
Raquel Smith Raquel Smith's Wells Fargo Advisors Experience August 2008 - Present
Job V.P., PCG Consultant Business Implementation and Engagement
Industry Financial Services
Experience
Wells Fargo Advisors August 2008 - Present
A.G. Edwards & Sons, Inc. January 2007 - August 2008
A.G. Edwards & Sons, Inc. January 2002 - January 2007
Skills
Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Project Management, Customer Service, Leadership, Microsoft Office, Project Planning, Corporate Communications, Human Resources, Operations Management, Management, Training
Education
Asian Pacific Islander Leadership Program 2013 — 2013
Development of Leadership Skills
University of Phoenix 2007 — 2010
BS, Business Administration and Management, General
Sanford-Brown College-Fenton 1993 — 1995
Associate of Science (A.S.), Accounting/Business Management
Wells Fargo Advisors August 2008 - Present
A.G. Edwards & Sons, Inc. January 2007 - August 2008
A.G. Edwards & Sons, Inc. January 2002 - January 2007
Skills
Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Project Management, Customer Service, Leadership, Microsoft Office, Project Planning, Corporate Communications, Human Resources, Operations Management, Management, Training
Education
Asian Pacific Islander Leadership Program 2013 — 2013
Development of Leadership Skills
University of Phoenix 2007 — 2010
BS, Business Administration and Management, General
Sanford-Brown College-Fenton 1993 — 1995
Associate of Science (A.S.), Accounting/Business Management
Aaron Wolson Aaron Wolson's Wells Fargo Advisors Experience August 2006 - February 2012
Job Vice PresidentFinancial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
Wells Fargo Advisors August 2006 - February 2012
UBS Financial Services October 2001 - August 2006
Education
Skidmore College
Bachelor of Arts (B.A.), Psychology
New Rochelle High School
Ameriprise Financial Services, Inc. March 2012 - Present
Wells Fargo Advisors August 2006 - February 2012
UBS Financial Services October 2001 - August 2006
Education
Skidmore College
Bachelor of Arts (B.A.), Psychology
New Rochelle High School
Jeffrey Winston's Wells Fargo Advisors Experience June 2012 - August 2012
Job Real Estate Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Siemens May 2013 - August 2013
U.S. House of Representatives January 2013 - May 2013
Wells Fargo Advisors June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Valuation, Policy Analysis, Financial Modeling, Portfolio Management, Public Policy, Leadership, Analysis
Education
The George Washington University - School of Business 2010 — 2014
Finance
Institut d'Etudes politiques de Paris / Sciences Po Paris 2012 — 2012
International Business, European Union Integration, Marketing, French Politics
Indian Hills High School 2006 — 2010
Wells Fargo June 2014 - Present
Siemens May 2013 - August 2013
U.S. House of Representatives January 2013 - May 2013
Wells Fargo Advisors June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Valuation, Policy Analysis, Financial Modeling, Portfolio Management, Public Policy, Leadership, Analysis
Education
The George Washington University - School of Business 2010 — 2014
Finance
Institut d'Etudes politiques de Paris / Sciences Po Paris 2012 — 2012
International Business, European Union Integration, Marketing, French Politics
Indian Hills High School 2006 — 2010
Doug Bowcock Doug Bowcock's Wells Fargo Advisors Experience
Job Financial Advisor First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors
Skills
Finance, Retirement Planning, Investments, Insurance, Securities
Education
San Diego State University-California State University
Master of Business Administration (MBA)
University of Colorado Boulder
Bachelor's degree
Wells Fargo Advisors
Skills
Finance, Retirement Planning, Investments, Insurance, Securities
Education
San Diego State University-California State University
Master of Business Administration (MBA)
University of Colorado Boulder
Bachelor's degree
Laura Espinosa Laura Espinosa's Wells Fargo Advisors Experience June 2011 - August 2011
Job HR Data Analyst at ServiceNow The Enterprise Cloud Company
Industry Computer Software
Experience
ServiceNow – The Enterprise Cloud Company December 2014 - Present
Bridge Bank July 2013 - December 2014
Intuit October 2012 - July 2013
Intuit July 2012 - October 2012
YMCA May 2005 - November 2011
First Investors Corporation June 2011 - August 2011
Wells Fargo Advisors June 2011 - August 2011
Skills
PowerPoint, Social Media, Social Networking, Microsoft Word, Outlook, Microsoft Office, Microsoft Excel, Public Relations, Customer Service, Teamwork, Analysis, Management, Finance, Financial Analysis, Research, Commercial Lending, Credit Analysis, Financial Modeling, Leadership
Education
Santa Clara University - Leavey School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance
ServiceNow – The Enterprise Cloud Company December 2014 - Present
Bridge Bank July 2013 - December 2014
Intuit October 2012 - July 2013
Intuit July 2012 - October 2012
YMCA May 2005 - November 2011
First Investors Corporation June 2011 - August 2011
Wells Fargo Advisors June 2011 - August 2011
Skills
PowerPoint, Social Media, Social Networking, Microsoft Word, Outlook, Microsoft Office, Microsoft Excel, Public Relations, Customer Service, Teamwork, Analysis, Management, Finance, Financial Analysis, Research, Commercial Lending, Credit Analysis, Financial Modeling, Leadership
Education
Santa Clara University - Leavey School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance
Anna Lauren Levy Anna Lauren Levy's Wells Fargo Advisors Experience October 2013 - February 2014
Job Workshops & Publications Intern at 826NYC/Brooklyn Superhero Supply Company
Industry Writing and Editing
Experience
826NYC/Brooklyn Superhero Supply Company January 2015 - Present
The NoMad January 2015 - Present
Girl in Changing 2012 - Present
Redbook Magazine February 2014 - December 2014
The Bellhouse February 2014 - February 2014
Wells Fargo Advisors October 2013 - February 2014
Facing History and Ourselves August 2013 - January 2014
Fun Language October 2012 - October 2013
Facing History and Ourselves May 2012 - August 2012
SaratogaArtsFest April 2010 - May 2012
Skills
Editing, Creative Writing, Communication Skills, Microsoft Word, PowerPoint, Research, Customer Service, English, Travel Blogging, Organizational..., Adaptability, Microsoft Excel, Microsoft Office, Positive Team Player, HTML, Web Design, CSS
Education
LanguageCorps 2012 — 2012
TESOL Certification, Teaching English to Speakers of Other Languages
Skidmore College 2008 — 2012
Bachelor of Arts, English
IES ABROAD 2011 — 2011
Study Abroad in India
826NYC/Brooklyn Superhero Supply Company January 2015 - Present
The NoMad January 2015 - Present
Girl in Changing 2012 - Present
Redbook Magazine February 2014 - December 2014
The Bellhouse February 2014 - February 2014
Wells Fargo Advisors October 2013 - February 2014
Facing History and Ourselves August 2013 - January 2014
Fun Language October 2012 - October 2013
Facing History and Ourselves May 2012 - August 2012
SaratogaArtsFest April 2010 - May 2012
Skills
Editing, Creative Writing, Communication Skills, Microsoft Word, PowerPoint, Research, Customer Service, English, Travel Blogging, Organizational..., Adaptability, Microsoft Excel, Microsoft Office, Positive Team Player, HTML, Web Design, CSS
Education
LanguageCorps 2012 — 2012
TESOL Certification, Teaching English to Speakers of Other Languages
Skidmore College 2008 — 2012
Bachelor of Arts, English
IES ABROAD 2011 — 2011
Study Abroad in India
Kris Monahan Kris Monahan's Wells Fargo Advisors Experience March 2008 - Present
Job Marketing Manager at Wells Fargo Advisors
Industry Marketing and Advertising
Experience
Wells Fargo Advisors March 2008 - Present
A.G. Edwards & Sons, Inc. October 1999 - March 2008
Skills
Corporate Communications, Marketing Communications, Internal Communications, Media Relations, Newsletters, Public Relations, Advertising, Marketing Strategy, Marketing, Leadership, Management, Training, Budgets, Strategic Planning, Social Media Marketing, Direct Mail, Direct Marketing, Email Marketing, Integrated Marketing, Marketing Management, Product Marketing, Online Marketing, Online Advertising, Strategic Communications, Lead Generation, Market Research, Digital Marketing
Education
University of the Incarnate Word 1991 — 1993
M.A., English
University of Iowa 1989 — 1990
B.A., English, German
Simpson College 1987 — 1989
English, German
Wells Fargo Advisors March 2008 - Present
A.G. Edwards & Sons, Inc. October 1999 - March 2008
Skills
Corporate Communications, Marketing Communications, Internal Communications, Media Relations, Newsletters, Public Relations, Advertising, Marketing Strategy, Marketing, Leadership, Management, Training, Budgets, Strategic Planning, Social Media Marketing, Direct Mail, Direct Marketing, Email Marketing, Integrated Marketing, Marketing Management, Product Marketing, Online Marketing, Online Advertising, Strategic Communications, Lead Generation, Market Research, Digital Marketing
Education
University of the Incarnate Word 1991 — 1993
M.A., English
University of Iowa 1989 — 1990
B.A., English, German
Simpson College 1987 — 1989
English, German
Kailen Cook Kailen Cook's Wells Fargo Advisors Experience 2010 - 2012
Job Vice President at Alpha Global Invesments | Realtor at Seacoast Exclusive Properties "San Diego Finance & Real Estate"
Industry Investment Management
Experience
Alpha Global Investments January 2014 - Present
Sea Coast Exclusive Properties October 2011 - Present
LPL Financial 2012 - 2014
Wells Fargo Advisors 2010 - 2012
TD Ameritrade 1999 - 2010
Skills
Investments, Finance, Retirement Planning, Portfolio Management, Financial Planning, Financial Advisory, Asset Allocation, Real Estate, Wealth Management, Financial Analysis, Investment Management, Investment Strategies
Education
San Diego State University-California State University
Master's Degree, Finance and Financial Management Services
San Diego State University-California State University
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science
Washington State University
Alpha Global Investments January 2014 - Present
Sea Coast Exclusive Properties October 2011 - Present
LPL Financial 2012 - 2014
Wells Fargo Advisors 2010 - 2012
TD Ameritrade 1999 - 2010
Skills
Investments, Finance, Retirement Planning, Portfolio Management, Financial Planning, Financial Advisory, Asset Allocation, Real Estate, Wealth Management, Financial Analysis, Investment Management, Investment Strategies
Education
San Diego State University-California State University
Master's Degree, Finance and Financial Management Services
San Diego State University-California State University
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science
Washington State University
Brendan Finneran Brendan Finneran's Wells Fargo Advisors Experience December 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Retail
Experience
Wells Fargo Advisors December 2014 - Present
Morgan Stanley Wealth Management March 2013 - Present
Gap Inc./Banana Republic 2012 - March 2013
Morgan Stanley June 2009 - August 2010
Skills
Microsoft Excel, Retail, Merchandising, Microsoft Word, Customer Service, Sales, Microsoft Office, PowerPoint, Outlook, Marketing, Facebook, Management, Time Management, Public Speaking, Finance
Education
Siena College
Wells Fargo Advisors December 2014 - Present
Morgan Stanley Wealth Management March 2013 - Present
Gap Inc./Banana Republic 2012 - March 2013
Morgan Stanley June 2009 - August 2010
Skills
Microsoft Excel, Retail, Merchandising, Microsoft Word, Customer Service, Sales, Microsoft Office, PowerPoint, Outlook, Marketing, Facebook, Management, Time Management, Public Speaking, Finance
Education
Siena College
Robert Frye Robert Frye's Wells Fargo Advisors Experience November 2014 - Present
Job Vice President Associate Manager Sacramento Market at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
Wells Fargo Advisors December 2010 - November 2014
Wells Fargo Investments June 2006 - December 2010
Wells Fargo Investments June 2005 - June 2006
Education
San Francisco State University 2008 — 2010
MBA, Business Administration
University of San Francisco 2000 — 2004
B.S. Finance
Holds Series 7, 66, 31, 9, 10 registrations
Wells Fargo Advisors November 2014 - Present
Wells Fargo Advisors December 2010 - November 2014
Wells Fargo Investments June 2006 - December 2010
Wells Fargo Investments June 2005 - June 2006
Education
San Francisco State University 2008 — 2010
MBA, Business Administration
University of San Francisco 2000 — 2004
B.S. Finance
Holds Series 7, 66, 31, 9, 10 registrations
Tri Le Tri Le's Wells Fargo Advisors Experience August 2010 - June 2011
Job Inside Sales Representative at Gigamon
Industry Information Technology and Services
Experience
Gigamon December 2013 - Present
Symantec June 2012 - December 2013
Wells Fargo Advisors August 2010 - June 2011
BancWest Investment Services March 2008 - August 2010
BancWest Investment Services March 2006 - March 2008
Skills
Series 7, Salesforce.com, Account Management, Strategic Financial..., Business Development, Sales, Sales Operations, Cold Calling, Software, Selling, Qualifying Prospects, Key Account Management, New Business Development, SSL, Business Analysis, Security, Sales Process, Lead Generation, Business Strategy, E-commerce, Enterprise Software, Finance
Education
San Jose State University 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Gigamon December 2013 - Present
Symantec June 2012 - December 2013
Wells Fargo Advisors August 2010 - June 2011
BancWest Investment Services March 2008 - August 2010
BancWest Investment Services March 2006 - March 2008
Skills
Series 7, Salesforce.com, Account Management, Strategic Financial..., Business Development, Sales, Sales Operations, Cold Calling, Software, Selling, Qualifying Prospects, Key Account Management, New Business Development, SSL, Business Analysis, Security, Sales Process, Lead Generation, Business Strategy, E-commerce, Enterprise Software, Finance
Education
San Jose State University 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Nabil Amiri's Wells Fargo Advisors Experience May 2010 - November 2011
Job Security Test Engineer at Aegisolve, Inc.
Industry Computer & Network Security
Experience
Aegisolve, Inc. May 2015 - Present
AT&T 2012 - May 2015
Wells Fargo Advisors May 2010 - November 2011
Sharp Electronics November 2008 - April 2010
Ultimate Visions, LLC. January 2008 - November 2008
Skills
Quality Assurance, Microsoft Office, Team Leadership, Microsoft Excel, Visio, Windows, Quality Center, User Acceptance Testing, Regression Testing, Customer Service, Waterfall, Defect Tracking, QTP, Test Planning, Software Quality..., HP Quality Center, Teamwork, Sales, Microsoft Word, Public Speaking, Social Media, PowerPoint, Time Management, Social Networking, Leadership, Information Security, Cryptography
Education
San Jose State University 2012 — 2015
Bachelor of Science (B.S.), Computer Science
Aegisolve, Inc. May 2015 - Present
AT&T 2012 - May 2015
Wells Fargo Advisors May 2010 - November 2011
Sharp Electronics November 2008 - April 2010
Ultimate Visions, LLC. January 2008 - November 2008
Skills
Quality Assurance, Microsoft Office, Team Leadership, Microsoft Excel, Visio, Windows, Quality Center, User Acceptance Testing, Regression Testing, Customer Service, Waterfall, Defect Tracking, QTP, Test Planning, Software Quality..., HP Quality Center, Teamwork, Sales, Microsoft Word, Public Speaking, Social Media, PowerPoint, Time Management, Social Networking, Leadership, Information Security, Cryptography
Education
San Jose State University 2012 — 2015
Bachelor of Science (B.S.), Computer Science
Thomas J. Cannizzo Jr. Thomas J. Cannizzo Jr.'s Wells Fargo Advisors Experience June 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2011 - Present
Irvington Floors September 2003 - June 2011
Shaw Industries July 2000 - September 2003
Shaw Industries May 1995 - July 2000
Skills
401k, 401k Rollovers, Qualified Retirement..., 529 Plans, Retirement Savings, Bussiness-owner Planning, College Education..., Financial Services, Asset Allocation, Investments, Wealth Management, Special Needs Planning, Small Business, Leadership, Marketing, Business Development, Sales Operations, Retail, Inventory Management, Cold Calling, Workshops, Coaching
Education
Seton Hall University 1988 — 1992
BA, Political Science
Bayley Ellard 1984 — 1988
Wells Fargo Advisors June 2011 - Present
Irvington Floors September 2003 - June 2011
Shaw Industries July 2000 - September 2003
Shaw Industries May 1995 - July 2000
Skills
401k, 401k Rollovers, Qualified Retirement..., 529 Plans, Retirement Savings, Bussiness-owner Planning, College Education..., Financial Services, Asset Allocation, Investments, Wealth Management, Special Needs Planning, Small Business, Leadership, Marketing, Business Development, Sales Operations, Retail, Inventory Management, Cold Calling, Workshops, Coaching
Education
Seton Hall University 1988 — 1992
BA, Political Science
Bayley Ellard 1984 — 1988
Dan Eastwood Dan Eastwood's Wells Fargo Advisors Experience March 2007 - Present
Job Regional Business Liaison at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2007 - Present
Education
San Francisco Conservatory of Music 1997 — 2001
Bachelor’s Degree
Wells Fargo Advisors March 2007 - Present
Education
San Francisco Conservatory of Music 1997 — 2001
Bachelor’s Degree
Christie Crawford's Wells Fargo Advisors Experience April 2015 - Present
Job Sales Advisory Coach at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors April 2015 - Present
Wells Fargo Bank August 1996 - March 2015
Wells Fargo Advisors November 2008 - December 2010
Wells Fargo Bank June 2006 - November 2008
Education
University of Arizona 1998 — 2001
Bachelor’s Degree, Marketing, Religious Studies
Shoreline Community College 1996 — 1998
Associates of Arts & Sciences, Business Admin
Wells Fargo Advisors April 2015 - Present
Wells Fargo Bank August 1996 - March 2015
Wells Fargo Advisors November 2008 - December 2010
Wells Fargo Bank June 2006 - November 2008
Education
University of Arizona 1998 — 2001
Bachelor’s Degree, Marketing, Religious Studies
Shoreline Community College 1996 — 1998
Associates of Arts & Sciences, Business Admin
Angela Susanne Schlafke's Wells Fargo Advisors Experience October 2014 - Present
Job Financial Advisor, AVP Investments
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Morgan Stanley Wealth Management March 2008 - October 2014
Citigroup Global Markets Deutschland June 1995 - November 2007
Education
Scripps College 1989 — 1993
BA, Economics and Modern German Studies
Universitaet Heidelberg 1991 — 1992
German and Economics
Wells Fargo Advisors October 2014 - Present
Morgan Stanley Wealth Management March 2008 - October 2014
Citigroup Global Markets Deutschland June 1995 - November 2007
Education
Scripps College 1989 — 1993
BA, Economics and Modern German Studies
Universitaet Heidelberg 1991 — 1992
German and Economics
Lee-Ann Hodapp's Wells Fargo Advisors Experience August 2012 - Present
Job Registered Client Associate, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2012 - Present
Education
San Diego State University-California State University
Bachelor of Science, Finance
Wells Fargo Advisors August 2012 - Present
Education
San Diego State University-California State University
Bachelor of Science, Finance
Althea Maravelas's Wells Fargo Advisors Experience November 2008 - June 2010
Job Business and Investment Consultant. Entrepreneur. Designer.
Industry Investment Management
Experience
Business, Financial and Investment Consultant June 1990 - Present
9 Design Group, LLC January 1990 - Present
Merrill Lynch January 2006 - May 2012
Wells Fargo Advisors November 2008 - June 2010
Santa Fe Galleries January 1995 - January 2006
Skills
Retirement Planning, Investments, Insurance, Mergers, Fixed Annuities, Wealth Management, Entrepreneurship, Series 7, Wealth, Strategic Financial..., Securities, Alternative Investments, Uniform Combined State..., Asset Managment, Estate Planning, Small Business, Investment Strategies, Strategic Consulting, Impact Investing, Financial Advisory, Private Equity, Mergers & Acquisitions, Finance, Management, Strategic Planning, Portfolio Management, Asset Management
Education
University of Minnesota-Twin Cities
College of Financial Planning
CRPC [Chartered Retirement Planning Counselor]
Santa Fe Community College
Business Law, Business Management, International Affairs, Studio and Fine Arts
Business, Financial and Investment Consultant June 1990 - Present
9 Design Group, LLC January 1990 - Present
Merrill Lynch January 2006 - May 2012
Wells Fargo Advisors November 2008 - June 2010
Santa Fe Galleries January 1995 - January 2006
Skills
Retirement Planning, Investments, Insurance, Mergers, Fixed Annuities, Wealth Management, Entrepreneurship, Series 7, Wealth, Strategic Financial..., Securities, Alternative Investments, Uniform Combined State..., Asset Managment, Estate Planning, Small Business, Investment Strategies, Strategic Consulting, Impact Investing, Financial Advisory, Private Equity, Mergers & Acquisitions, Finance, Management, Strategic Planning, Portfolio Management, Asset Management
Education
University of Minnesota-Twin Cities
College of Financial Planning
CRPC [Chartered Retirement Planning Counselor]
Santa Fe Community College
Business Law, Business Management, International Affairs, Studio and Fine Arts
Richard Shih's Wells Fargo Advisors Experience September 2010 - Present
Job Compensation/HR Analyst
Industry Financial Services
Experience
Wells Fargo Advisors September 2010 - Present
Wells Fargo Bank January 2005 - September 2010
Education
San Francisco State University, College of Business 2006 — 2010
MBA, Accounting
University of California, Irvine 1998 — 2002
J. Eugene McAteer High School 1996 — 1998
Rondebosch Boys' High School 1993 — 1996
Wells Fargo Advisors September 2010 - Present
Wells Fargo Bank January 2005 - September 2010
Education
San Francisco State University, College of Business 2006 — 2010
MBA, Accounting
University of California, Irvine 1998 — 2002
J. Eugene McAteer High School 1996 — 1998
Rondebosch Boys' High School 1993 — 1996
Gus Howell's Wells Fargo Advisors Experience May 2009 - Present
Job Regional Banking Private Banker
Industry Banking
Experience
Wells Fargo Bank September 2014 - Present
Wells Fargo Advisors May 2009 - Present
Wells Fargo November 2010 - September 2014
Wells Fargo July 2007 - October 2010
Skills
Credit, Loans, Finance, Customer Service, Retail Banking, Mortgage Lending, Financial Analysis, Credit Analysis, Banking, Commercial Banking, Commercial Lending, Investments, Consumer Lending, Relationship Management, Financial Services, Credit Risk, Loan Origination, Portfolio Management, Sales, Small Business Lending, Leadership, Cross Selling, Wealth Management, Lines Of Credit
Education
San Francisco State University 1999 — 2004
Wells Fargo Bank September 2014 - Present
Wells Fargo Advisors May 2009 - Present
Wells Fargo November 2010 - September 2014
Wells Fargo July 2007 - October 2010
Skills
Credit, Loans, Finance, Customer Service, Retail Banking, Mortgage Lending, Financial Analysis, Credit Analysis, Banking, Commercial Banking, Commercial Lending, Investments, Consumer Lending, Relationship Management, Financial Services, Credit Risk, Loan Origination, Portfolio Management, Sales, Small Business Lending, Leadership, Cross Selling, Wealth Management, Lines Of Credit
Education
San Francisco State University 1999 — 2004
Lester Pearson's Wells Fargo Advisors Experience July 2004 - Present
Job Client Analyst
Industry Banking
Experience
Wells Fargo Advisors July 2004 - Present
Skills
SharePoint Designer, Securities, Financial Markets, Financial Analysis, Banking, Risk Management, Series 7
Education
Strayer University 2007 — 2009
MBA, Finance
Savannah State University 1996 — 2000
Bachelor, Business Administration
Wells Fargo Advisors July 2004 - Present
Skills
SharePoint Designer, Securities, Financial Markets, Financial Analysis, Banking, Risk Management, Series 7
Education
Strayer University 2007 — 2009
MBA, Finance
Savannah State University 1996 — 2000
Bachelor, Business Administration
Manish Mulajkar's Wells Fargo Advisors Experience July 2009 - August 2010
Job Capital One
Industry Computer Software
Experience
Capital One August 2010 - Present
Wells Fargo Advisors July 2009 - August 2010
Capital One August 2005 - July 2010
Cognizant Technologies 2004 - 2005
Skills
Mobile Payments, Mobile Applications, Android, iOS, ATDD, SoapUI, Cucumber, RubyMine, Software Project..., SDLC, Requirements Analysis, Program Management, Business Intelligence
Education
West Chester University
Master's degree, Computer Science
Shivaji University
Bachelor’s Degree, Electrical and Electronics Engineering
Capital One August 2010 - Present
Wells Fargo Advisors July 2009 - August 2010
Capital One August 2005 - July 2010
Cognizant Technologies 2004 - 2005
Skills
Mobile Payments, Mobile Applications, Android, iOS, ATDD, SoapUI, Cucumber, RubyMine, Software Project..., SDLC, Requirements Analysis, Program Management, Business Intelligence
Education
West Chester University
Master's degree, Computer Science
Shivaji University
Bachelor’s Degree, Electrical and Electronics Engineering
Chris LaPara's Wells Fargo Advisors Experience 2002 - 2009
Job Adjunct Faculty at John Tyler Community College
Industry Professional Training & Coaching
Experience
John Tyler Community College 2010 - Present
University of Phoenix September 2002 - Present
Wells Fargo Advisors 2002 - 2009
Wachovia Securities, LLC 2002 - 2009
Capital One 1999 - 2002
Nationsbank/Barnett Bank 1998 - 1998
Trigon Blue Cross Blue Shield 1989 - 1997
Reuben H. Donnelley 1982 - 1989
Skills
Coaching, Training, Leadership, Strategic Planning, Sales Management, Sales, Leadership Development, Public Speaking, Staff Development, E-Learning, Time Management, Employee Training, Curriculum Design, Management Consulting, Team Building, Adult Education, Executive Coaching, Teaching, Higher Education, Workshop Facilitation, Program Management
Education
Seton Hall University
BA, English
Villanova University
MA, English
John Tyler Community College 2010 - Present
University of Phoenix September 2002 - Present
Wells Fargo Advisors 2002 - 2009
Wachovia Securities, LLC 2002 - 2009
Capital One 1999 - 2002
Nationsbank/Barnett Bank 1998 - 1998
Trigon Blue Cross Blue Shield 1989 - 1997
Reuben H. Donnelley 1982 - 1989
Skills
Coaching, Training, Leadership, Strategic Planning, Sales Management, Sales, Leadership Development, Public Speaking, Staff Development, E-Learning, Time Management, Employee Training, Curriculum Design, Management Consulting, Team Building, Adult Education, Executive Coaching, Teaching, Higher Education, Workshop Facilitation, Program Management
Education
Seton Hall University
BA, English
Villanova University
MA, English
Ryan Overman, CRC®'s Wells Fargo Advisors Experience July 2013 - Present
Job VP, Retirement Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2013 - Present
Wells Fargo Advisors March 2011 - July 2013
Pacific Life 2006 - 2009
Pacific Life Annuities and Mutual Funds 2006 - 2009
AIG SunAmerica 2001 - 2005
Skills
Series 63, Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, Series 6, Wealth Management, Securities, Investments, Variable Annuities, Life Insurance, 401k, Asset Allocation, Insurance, Series 7, Financial Services, Financial Planning, IRAs, Investment Strategies, Relationship Management
Education
San Diego State University-California State University
Wells Fargo Advisors July 2013 - Present
Wells Fargo Advisors March 2011 - July 2013
Pacific Life 2006 - 2009
Pacific Life Annuities and Mutual Funds 2006 - 2009
AIG SunAmerica 2001 - 2005
Skills
Series 63, Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, Series 6, Wealth Management, Securities, Investments, Variable Annuities, Life Insurance, 401k, Asset Allocation, Insurance, Series 7, Financial Services, Financial Planning, IRAs, Investment Strategies, Relationship Management
Education
San Diego State University-California State University
William Posch, AIF®'s Wells Fargo Advisors Experience 2003 - 2005
Job Account Executive at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group July 2014 - Present
BPM Advisors, Inc. August 2012 - June 2014
Wells Fargo Insurance Services Investment Advisors, Inc. June 2010 - August 2012
Nollenberger Capital Partners June 2008 - May 2010
Stancorp Equities 2005 - 2008
Wells Fargo Advisors 2003 - 2005
Skills
Portfolio Management, Mutual Funds, Series 7, Series 63, Wealth Management, Asset Allocation, Investments, Client Services, Retirement Planning, Investment Advisory, 401k, Retirement Plan..., Fixed Income, Equities
Education
San Francisco State University
Bachelor's degree, European History
SageView Advisory Group July 2014 - Present
BPM Advisors, Inc. August 2012 - June 2014
Wells Fargo Insurance Services Investment Advisors, Inc. June 2010 - August 2012
Nollenberger Capital Partners June 2008 - May 2010
Stancorp Equities 2005 - 2008
Wells Fargo Advisors 2003 - 2005
Skills
Portfolio Management, Mutual Funds, Series 7, Series 63, Wealth Management, Asset Allocation, Investments, Client Services, Retirement Planning, Investment Advisory, 401k, Retirement Plan..., Fixed Income, Equities
Education
San Francisco State University
Bachelor's degree, European History
Lisa Frugoli's Wells Fargo Advisors Experience 2013 - Present
Job Regional Support Specialist at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2013 - Present
Bank of the West 2011 - 2013
A rare chance to accomplish personal goals and travel 2009 - 2011
Smith Barney April 1994 - August 2009
Smith Barney 2007 - 2009
Education
Santa Clara University
BA, Art History
Wells Fargo Advisors 2013 - Present
Bank of the West 2011 - 2013
A rare chance to accomplish personal goals and travel 2009 - 2011
Smith Barney April 1994 - August 2009
Smith Barney 2007 - 2009
Education
Santa Clara University
BA, Art History
Sajni Desai Shah's Wells Fargo Advisors Experience January 2011 - January 2013
Job Vice President, Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2013 - Present
Wells Fargo Advisors January 2011 - January 2013
Menara Hospitality LLC March 2009 - October 2010
Bank of America August 2006 - January 2009
Bank of America August 2000 - August 2006
Skills
Series 7, Series 6, Series 63, Series 65, CA Insurance License, Financial Services, Portfolio Management, Sales
Education
San Jose State University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Bank of America Merrill Lynch January 2013 - Present
Wells Fargo Advisors January 2011 - January 2013
Menara Hospitality LLC March 2009 - October 2010
Bank of America August 2006 - January 2009
Bank of America August 2000 - August 2006
Skills
Series 7, Series 6, Series 63, Series 65, CA Insurance License, Financial Services, Portfolio Management, Sales
Education
San Jose State University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Peter Glaser, CFP®'s Wells Fargo Advisors Experience April 1999 - Present
Job First Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 1999 - Present
Lam Research 1993 - 1998
Lam Research 1983 - 1993
Fairchild Semiconductor 1980 - 1983
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Insurance, Securities, Retirement, Financial Services, Financial Advisory, Investment Strategies, Risk Management, Strategic Planning, Investment Planning, 401k Rollovers, Financial Analysis, 401k Consulting, Deferred Compensation..., Estate Investment..., Multi-generational..., Fixed Income Strategies, Concentrated Stock..., Stock Analysis, Qualified Retirement..., Wealth-preservation..., Business Development, Series 7
Education
San Jose State University
BS, Business Administration; Management
Skyline High School
Wells Fargo Advisors April 1999 - Present
Lam Research 1993 - 1998
Lam Research 1983 - 1993
Fairchild Semiconductor 1980 - 1983
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Insurance, Securities, Retirement, Financial Services, Financial Advisory, Investment Strategies, Risk Management, Strategic Planning, Investment Planning, 401k Rollovers, Financial Analysis, 401k Consulting, Deferred Compensation..., Estate Investment..., Multi-generational..., Fixed Income Strategies, Concentrated Stock..., Stock Analysis, Qualified Retirement..., Wealth-preservation..., Business Development, Series 7
Education
San Jose State University
BS, Business Administration; Management
Skyline High School
Kai Cogswell's Wells Fargo Advisors Experience August 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
Wells Fargo September 2007 - August 2013
Education
Santa Barbara City College 1995 — 1998
Wells Fargo Advisors August 2013 - Present
Wells Fargo September 2007 - August 2013
Education
Santa Barbara City College 1995 — 1998
Heather Farrow's Wells Fargo Advisors Experience June 2010 - Present
Job Mortgage Analyst at Randolph Brooks Federal Credit Union
Industry Banking
Experience
Wells Fargo Advisors June 2010 - Present
RANDOLPH-BROOKS FEDERAL CREDIT UNION January 2009 - Present
WASHINGTON MUTUAL October 2008 - January 2009
WACHOVIA MORTGAGE March 2006 - October 2008
WACHOVIA MORTGAGE June 2005 - March 2006
WACHOVIA/WORLD SAVINGS June 2003 - June 2005
Education
Santa Clara University
Bachelor of Science, Business/Finance
Wells Fargo Advisors June 2010 - Present
RANDOLPH-BROOKS FEDERAL CREDIT UNION January 2009 - Present
WASHINGTON MUTUAL October 2008 - January 2009
WACHOVIA MORTGAGE March 2006 - October 2008
WACHOVIA MORTGAGE June 2005 - March 2006
WACHOVIA/WORLD SAVINGS June 2003 - June 2005
Education
Santa Clara University
Bachelor of Science, Business/Finance
Dominique Alexander's Wells Fargo Advisors Experience October 2011 - January 2014
Job Financial Professional & MBA Graduate
Industry Financial Services
Experience
Oneway Xpress LLC January 2014 - Present
Wells Fargo Advisors October 2011 - January 2014
del Rey Global Investors June 2010 - October 2011
Tradewinds Global Investors, LLC July 2008 - October 2009
Novartis August 2006 - February 2008
Skills
Financial Analysis, Start-up Consulting, Financial Modeling, Business Development, Microsoft Excel, Event Planning, Leadership, Customer Service, Start-ups, Time Management, Microsoft Office, Social Media, Analysis, Market Research, Bloomberg, Social Media Marketing, Marketing, Finance, Access, Outlook, Salesforce.com, Financial Reporting
Education
Tulane University - A.B. Freeman School of Business 2014 — 2015
Master of Business Administration (MBA), Finance
Seton Hall University 2000 — 2004
BS, Diplomacy & International Relations
Oneway Xpress LLC January 2014 - Present
Wells Fargo Advisors October 2011 - January 2014
del Rey Global Investors June 2010 - October 2011
Tradewinds Global Investors, LLC July 2008 - October 2009
Novartis August 2006 - February 2008
Skills
Financial Analysis, Start-up Consulting, Financial Modeling, Business Development, Microsoft Excel, Event Planning, Leadership, Customer Service, Start-ups, Time Management, Microsoft Office, Social Media, Analysis, Market Research, Bloomberg, Social Media Marketing, Marketing, Finance, Access, Outlook, Salesforce.com, Financial Reporting
Education
Tulane University - A.B. Freeman School of Business 2014 — 2015
Master of Business Administration (MBA), Finance
Seton Hall University 2000 — 2004
BS, Diplomacy & International Relations
Charles Zheng's Wells Fargo Advisors Experience April 2015 - Present
Job Financial Advisor Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
J.P. Morgan Chase Bank NA June 2011 - April 2015
Morgan Stanley March 2010 - July 2011
Wells Fargo Investments April 2007 - March 2010
Education
San Jose State University 2000 — 2006
BS, Financial Management
Wells Fargo Advisors April 2015 - Present
J.P. Morgan Chase Bank NA June 2011 - April 2015
Morgan Stanley March 2010 - July 2011
Wells Fargo Investments April 2007 - March 2010
Education
San Jose State University 2000 — 2006
BS, Financial Management
Jenny Desai's Wells Fargo Advisors Experience August 2013 - Present
Job Brokerage Associate at Wells Fargo Advisors
Industry Accounting
Experience
Wells Fargo Advisors August 2013 - Present
Wachovia, A Wells Fargo Company August 2010 - Present
Bank of America January 2005 - January 2010
Skills
Process Improvement, Microsoft Excel, Access, Business Analysis, Customer Service, Microsoft Word, Financial Reporting, Financial Analysis, Consumer Lending, Mortgage Lending, PowerPoint, Retail Banking
Education
Sardar Patel University 1993 — 1996
BBA, Acounting & Finance
Wells Fargo Advisors August 2013 - Present
Wachovia, A Wells Fargo Company August 2010 - Present
Bank of America January 2005 - January 2010
Skills
Process Improvement, Microsoft Excel, Access, Business Analysis, Customer Service, Microsoft Word, Financial Reporting, Financial Analysis, Consumer Lending, Mortgage Lending, PowerPoint, Retail Banking
Education
Sardar Patel University 1993 — 1996
BBA, Acounting & Finance
A'asef Magre's Wells Fargo Advisors Experience January 2006 - January 2010
Job Mortgage Broker at Invis
Industry Financial Services
Experience
Invis January 2008 - Present
Wells Fargo Advisors January 2006 - January 2010
Skills
Credit, Mortgage Lending, Loans, Finance, Credit Analysis, Options, Credit Risk, Financial Advisory, Equities, Mutual Funds, Fixed Annuities, Securities, Financial Analysis, Retirement Planning, Strategic Financial..., Series 7, Investments, Banking, Financial Risk, Portfolio Management
Education
Seneca College of Applied Arts and Technology
International Business, International Business
Invis January 2008 - Present
Wells Fargo Advisors January 2006 - January 2010
Skills
Credit, Mortgage Lending, Loans, Finance, Credit Analysis, Options, Credit Risk, Financial Advisory, Equities, Mutual Funds, Fixed Annuities, Securities, Financial Analysis, Retirement Planning, Strategic Financial..., Series 7, Investments, Banking, Financial Risk, Portfolio Management
Education
Seneca College of Applied Arts and Technology
International Business, International Business
Eduardo Velasco, CFA's Wells Fargo Advisors Experience March 2011 - August 2011
Job WM Investment Specialist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank April 2015 - Present
Charles Schwab Investment Management December 2012 - March 2015
Bank of America - Merrill Lynch August 2011 - November 2012
Wells Fargo Advisors March 2011 - August 2011
Wells Fargo Bank June 2010 - February 2011
US Bank November 2009 - May 2010
Skills
Wealth Management, Investments, Banking, Investment Management, Personal Finance, Cash Flow Forecasting, Equity Valuation, Economics, Quantitative Analysis, Customer Service, Insurance, Portfolio Optimization, Equity Research, Accounting, Retirement Planning, ETFs, Bloomberg Terminal, Equities, Mutual Funds, Portfolio Management, Finance, Financial Services, Risk Management, Quantitative Analytics, Fixed Income, Financial Modeling, Asset Management
Education
Saint Mary's College of California 2011 — 2012
Masters, Financial Analysis and Investment Management
San Jose State University 2009 — 2010
Bachelor of Science, Finance
Wells Fargo Private Bank April 2015 - Present
Charles Schwab Investment Management December 2012 - March 2015
Bank of America - Merrill Lynch August 2011 - November 2012
Wells Fargo Advisors March 2011 - August 2011
Wells Fargo Bank June 2010 - February 2011
US Bank November 2009 - May 2010
Skills
Wealth Management, Investments, Banking, Investment Management, Personal Finance, Cash Flow Forecasting, Equity Valuation, Economics, Quantitative Analysis, Customer Service, Insurance, Portfolio Optimization, Equity Research, Accounting, Retirement Planning, ETFs, Bloomberg Terminal, Equities, Mutual Funds, Portfolio Management, Finance, Financial Services, Risk Management, Quantitative Analytics, Fixed Income, Financial Modeling, Asset Management
Education
Saint Mary's College of California 2011 — 2012
Masters, Financial Analysis and Investment Management
San Jose State University 2009 — 2010
Bachelor of Science, Finance
Angelica Mungcal's Wells Fargo Advisors Experience April 2000 - September 2011
Job Credit Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Wells Fargo Bank September 2011 - July 2013
Wells Fargo Advisors April 2000 - September 2011
Skills
Loans, Credit, Banking, Strategic Financial..., Financial Analysis, Mortgage Lending, Wealth Management, Credit Analysis, Commercial Lending, Cash Management, Commercial Banking, Consumer Lending, Portfolio Management, Loan Origination, Retail Banking, Credit Risk, Relationship Management
Education
San Francisco State University 1995 — 2001
Bachelors, Kinesiology
San Francisco State University 1995 — 1999
Bachelors, Computer Information Systems
Wells Fargo July 2013 - Present
Wells Fargo Bank September 2011 - July 2013
Wells Fargo Advisors April 2000 - September 2011
Skills
Loans, Credit, Banking, Strategic Financial..., Financial Analysis, Mortgage Lending, Wealth Management, Credit Analysis, Commercial Lending, Cash Management, Commercial Banking, Consumer Lending, Portfolio Management, Loan Origination, Retail Banking, Credit Risk, Relationship Management
Education
San Francisco State University 1995 — 2001
Bachelors, Kinesiology
San Francisco State University 1995 — 1999
Bachelors, Computer Information Systems
E. Mark Moon's Wells Fargo Advisors Experience June 2005 - January 2011
Job AVP, Financial Solutions Advisor at Merrill Lynch / Bank of America
Industry Financial Services
Experience
Merrill Lynch / Bank of America October 2011 - Present
Wells Fargo Advisors June 2005 - January 2011
Charles Schwab January 1996 - October 2004
Smith Barney January 1989 - October 1994
Skills
Series 7, Uniform Combined State..., Wealth Management, Series 63, Investment Advisory, Mutual Funds, Asset Allocation, Investments, Investment Strategies, Retirement Planning, Retirement, Strategic Financial..., Wealth Management..., Financial Services, FINRA, Fixed Income, Financial Planning, Estate Planning, Finance, Financial Advisory, High Net Worth..., Insurance
Education
University of California, San Francisco 1982 — 1986
Doctor of Pharmacy, Pharmacy
San Francisco State University 1981 — 1982
Bachelor of Arts, Biochemistry/Molecular Biology, Double Major
Merrill Lynch / Bank of America October 2011 - Present
Wells Fargo Advisors June 2005 - January 2011
Charles Schwab January 1996 - October 2004
Smith Barney January 1989 - October 1994
Skills
Series 7, Uniform Combined State..., Wealth Management, Series 63, Investment Advisory, Mutual Funds, Asset Allocation, Investments, Investment Strategies, Retirement Planning, Retirement, Strategic Financial..., Wealth Management..., Financial Services, FINRA, Fixed Income, Financial Planning, Estate Planning, Finance, Financial Advisory, High Net Worth..., Insurance
Education
University of California, San Francisco 1982 — 1986
Doctor of Pharmacy, Pharmacy
San Francisco State University 1981 — 1982
Bachelor of Arts, Biochemistry/Molecular Biology, Double Major
Luciano Trentoni's Wells Fargo Advisors Experience May 2007 - June 2011
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2012 - Present
Merrill Lynch August 2011 - November 2012
Wells Fargo Advisors May 2007 - June 2011
Skills
Wealth Management, Investments, Securities, Insurance, Quantitative Analytics, Series 7, Asset Allocation, Wealth Management..., ETFs, Investment Advisory, Separately Managed..., Series 66, Customer Satisfaction, Banking, Mutual Funds, Financial Services, Retirement Planning, Series 63, Finance, Portfolio Management, Uniform Combined State...
Education
St. Mary's College of California 2012 — 2013
Financial analysis and investment management, Accounting and Finance
San Francisco State University 2002 — 2007
Bachelor of Science (BSc), Business/Managerial Economics, 3.64
Charles Schwab November 2012 - Present
Merrill Lynch August 2011 - November 2012
Wells Fargo Advisors May 2007 - June 2011
Skills
Wealth Management, Investments, Securities, Insurance, Quantitative Analytics, Series 7, Asset Allocation, Wealth Management..., ETFs, Investment Advisory, Separately Managed..., Series 66, Customer Satisfaction, Banking, Mutual Funds, Financial Services, Retirement Planning, Series 63, Finance, Portfolio Management, Uniform Combined State...
Education
St. Mary's College of California 2012 — 2013
Financial analysis and investment management, Accounting and Finance
San Francisco State University 2002 — 2007
Bachelor of Science (BSc), Business/Managerial Economics, 3.64
Adam Ringhoffer's Wells Fargo Advisors Experience October 2010 - Present
Job Regional Private Banker Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2010 - Present
Wells Fargo Financial September 2008 - September 2010
Wells Fargo Financial April 2006 - September 2008
Commonwealth of Pennsylvania May 2001 - July 2004
Skills
Loans, Financial Analysis, Risk Management, Financial Services, Portfolio Management, Credit Analysis, Strategic Financial..., Wealth Management, Retail Banking, Financial Risk, Investments, Securities, Mutual Funds, Retirement Planning, Series 7, Series 63, Investment Advisory, Financial Advisory, Asset Allocation, Investment Strategies, Credit, Banking, Relationship Management, Consumer Lending, 401k, Life Insurance, Fixed Annuities, Credit Risk, Series 6, Bloomberg, Small Business Lending, Wealth, IRAs, FINRA, Private Banking, Finance, Retirement, Mortgage Lending, Fixed Income, Equities, Cash Management, Bonds, Commercial Banking, Commercial Lending, Wealth Management..., Cross Selling, Series 65, High Net Worth..., 401k Rollovers, Financial Institutions
Education
Shippensburg University of Pennsylvania 1997 — 2001
Bachelors, Accounting
FINRA
Series 7, 65, 63, & 6
Wells Fargo Advisors October 2010 - Present
Wells Fargo Financial September 2008 - September 2010
Wells Fargo Financial April 2006 - September 2008
Commonwealth of Pennsylvania May 2001 - July 2004
Skills
Loans, Financial Analysis, Risk Management, Financial Services, Portfolio Management, Credit Analysis, Strategic Financial..., Wealth Management, Retail Banking, Financial Risk, Investments, Securities, Mutual Funds, Retirement Planning, Series 7, Series 63, Investment Advisory, Financial Advisory, Asset Allocation, Investment Strategies, Credit, Banking, Relationship Management, Consumer Lending, 401k, Life Insurance, Fixed Annuities, Credit Risk, Series 6, Bloomberg, Small Business Lending, Wealth, IRAs, FINRA, Private Banking, Finance, Retirement, Mortgage Lending, Fixed Income, Equities, Cash Management, Bonds, Commercial Banking, Commercial Lending, Wealth Management..., Cross Selling, Series 65, High Net Worth..., 401k Rollovers, Financial Institutions
Education
Shippensburg University of Pennsylvania 1997 — 2001
Bachelors, Accounting
FINRA
Series 7, 65, 63, & 6
Doug Colby's Wells Fargo Advisors Experience September 2011 - Present
Job Underwriter at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2011 - Present
State of California April 2008 - September 2011
Boy Scouts of America April 1985 - December 2010
Skills
Mortgage Lending, Loans, Mortgage Banking, Mortgage Servicing, Underwriting, Refinance, Residential Mortgages, Loan Origination, Consumer Lending
Education
San Jose State University 1983 — 1990
Bachelor of Science (BS), Finance and Economics
Wells Fargo Advisors September 2011 - Present
State of California April 2008 - September 2011
Boy Scouts of America April 1985 - December 2010
Skills
Mortgage Lending, Loans, Mortgage Banking, Mortgage Servicing, Underwriting, Refinance, Residential Mortgages, Loan Origination, Consumer Lending
Education
San Jose State University 1983 — 1990
Bachelor of Science (BS), Finance and Economics
Lakshit Patel's Wells Fargo Advisors Experience September 2013 - March 2014
Job .Net Developer, Web Designer
Industry Information Technology and Services
Experience
Office of Information Technology, State of Maine May 2014 - Present
Wells Fargo Advisors September 2013 - March 2014
Philadelphia Gas Works February 2013 - August 2013
Deloitte August 2011 - October 2012
Lineworks Consultancy Services August 2006 - July 2008
Skills
ASP.NET, C# 4.0, VB.NET, ASP.NET MVC, Web Services, WCF Services, N-tier, Unit Testing, JavaScript, jQuery, Entity Framework, .NET, XML, SDLC, AJAX, Microsoft SQL Server, Web Applications
Education
University of Northern Virginia 2009 — 2011
Master of Science (M.S.), Computer Science, 3.6
Saurashtra University 2002 — 2006
Bachelor of Engineering (B.E.), Computer Engineering, First Class With Dist.
Office of Information Technology, State of Maine May 2014 - Present
Wells Fargo Advisors September 2013 - March 2014
Philadelphia Gas Works February 2013 - August 2013
Deloitte August 2011 - October 2012
Lineworks Consultancy Services August 2006 - July 2008
Skills
ASP.NET, C# 4.0, VB.NET, ASP.NET MVC, Web Services, WCF Services, N-tier, Unit Testing, JavaScript, jQuery, Entity Framework, .NET, XML, SDLC, AJAX, Microsoft SQL Server, Web Applications
Education
University of Northern Virginia 2009 — 2011
Master of Science (M.S.), Computer Science, 3.6
Saurashtra University 2002 — 2006
Bachelor of Engineering (B.E.), Computer Engineering, First Class With Dist.
FRANK BOURI's Wells Fargo Advisors Experience Service AdvisorMicrosoftService AdvisorMicrosoftOctober 2014 - Present
Job Service Advisor at Microsoft
Industry Financial Services
Experience
Wells Fargo Advisors Service AdvisorMicrosoftService AdvisorMicrosoftOctober 2014 - Present
Wells Fargo Advisors January 2010 - Present
Wells Fargo January 2010 - Present
Education
San Jose State University
Wells Fargo Advisors Service AdvisorMicrosoftService AdvisorMicrosoftOctober 2014 - Present
Wells Fargo Advisors January 2010 - Present
Wells Fargo January 2010 - Present
Education
San Jose State University
KENNETH J BARROGA's Wells Fargo Advisors Experience August 1988 - April 2002
Job PRESIDENT at BARROGA & ASSOCIATES
Industry Financial Services
Experience
BARROGA & ASSOCIATES July 2009 - Present
JPMorgan Chase April 2002 - June 2009
Wells Fargo Advisors August 1988 - April 2002
Education
Seattle University 1970 — 1974
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
ST ANTHONY HIGH SCHOOL 1966 — 1970
COLLEGE PREP, High School
BARROGA & ASSOCIATES July 2009 - Present
JPMorgan Chase April 2002 - June 2009
Wells Fargo Advisors August 1988 - April 2002
Education
Seattle University 1970 — 1974
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
ST ANTHONY HIGH SCHOOL 1966 — 1970
COLLEGE PREP, High School
Clifford Scott Wichmann's Wells Fargo Advisors Experience June 2012 - Present
Job Operations Clerk 2 at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2012 - Present
Skills
Customer Service, Teamwork, Communication, Public Speaking, Management, Microsoft Excel, Excel Solver, Data Entry, Envision Financial Plans, Appointment Scheduling, Client Segmentation, Organization, Filing, Windows 7, Databases, Microsoft Office, Microsoft Word, Analysis
Education
University of San Francisco 2010 — 2012
Bachelor of Science, Business Administration, Management and Operations
San Francisco State University
Wells Fargo Advisors June 2012 - Present
Skills
Customer Service, Teamwork, Communication, Public Speaking, Management, Microsoft Excel, Excel Solver, Data Entry, Envision Financial Plans, Appointment Scheduling, Client Segmentation, Organization, Filing, Windows 7, Databases, Microsoft Office, Microsoft Word, Analysis
Education
University of San Francisco 2010 — 2012
Bachelor of Science, Business Administration, Management and Operations
San Francisco State University
Joseph McFarlane's Wells Fargo Advisors Experience January 2012 - August 2014
Job Regional Private Banker | Relationship Manager
Industry Investment Banking
Experience
The Window & Door Replacement Company January 2014 - Present
Wells Fargo Advisors January 2012 - August 2014
Merrill Lynch January 2012 - December 2012
CBG Financial Group November 2007 - October 2011
Classe Catering January 2002 - January 2004
U.S Navy January 2001 - January 2002
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Mutual Funds, Investment Advisory, Investments, Strategic Financial..., Asset Allocation, Equities, Retirement, Fixed Income, Investment Strategies, Portfolio Management, Securities, IRAs, Financial Advisory, Fixed Annuities, Estate Planning, Bonds, Asset Managment, 401k, Financial Analysis, Financial Modeling, Options, Wealth, Credit, Mortgage Lending, Banking, Equity Research, Life Insurance, High Net Worth..., Insurance, Pensions, Financial Planners, Financial Markets, Investment Management, Financial Services, ETFs, Wealth Management..., FINRA, Stocks, Loans, Series 65, 401k Rollovers, Private Banking, Commercial Banking, Roth IRA, Variable Annuities, Long-term Care
Education
Schenectady County Community College 2001 — 2003
Associate's degree, Criminal Justice
The Window & Door Replacement Company January 2014 - Present
Wells Fargo Advisors January 2012 - August 2014
Merrill Lynch January 2012 - December 2012
CBG Financial Group November 2007 - October 2011
Classe Catering January 2002 - January 2004
U.S Navy January 2001 - January 2002
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Mutual Funds, Investment Advisory, Investments, Strategic Financial..., Asset Allocation, Equities, Retirement, Fixed Income, Investment Strategies, Portfolio Management, Securities, IRAs, Financial Advisory, Fixed Annuities, Estate Planning, Bonds, Asset Managment, 401k, Financial Analysis, Financial Modeling, Options, Wealth, Credit, Mortgage Lending, Banking, Equity Research, Life Insurance, High Net Worth..., Insurance, Pensions, Financial Planners, Financial Markets, Investment Management, Financial Services, ETFs, Wealth Management..., FINRA, Stocks, Loans, Series 65, 401k Rollovers, Private Banking, Commercial Banking, Roth IRA, Variable Annuities, Long-term Care
Education
Schenectady County Community College 2001 — 2003
Associate's degree, Criminal Justice
Genevieve Panek's Wells Fargo Advisors Experience 2009 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors 2009 - 2011
Skills
Ms Office, Excel, Word,..., QuickBooks, Peachtree, Great...
Education
San Jose State University 1982 — 1987
Bachelor of Science, Business/Medical Administration
San Jose Regional Vocational Training Center 1980 — 1981
Certificate, Computer Assisted Accounting
Wells Fargo Advisors 2009 - 2011
Skills
Ms Office, Excel, Word,..., QuickBooks, Peachtree, Great...
Education
San Jose State University 1982 — 1987
Bachelor of Science, Business/Medical Administration
San Jose Regional Vocational Training Center 1980 — 1981
Certificate, Computer Assisted Accounting
Jerod anderson's Wells Fargo Advisors Experience 2013 - 2013
Job Unit Manager at Symetra
Industry Insurance
Experience
Symetra February 2015 - Present
Wells Fargo Advisors 2013 - 2013
MetLife March 2010 - November 2012
MetLife 2001 - 2012
MetLife April 2007 - March 2010
MetLife April 2001 - April 2006
Skills
Health Insurance, Insurance, Property & Casualty...
Education
University of Northern Iowa 1997 — 1999
Bachelor of Applied Science (BASc), Marketing
Simpson College
University of Northern Iowa
B.S, Marketing
Symetra February 2015 - Present
Wells Fargo Advisors 2013 - 2013
MetLife March 2010 - November 2012
MetLife 2001 - 2012
MetLife April 2007 - March 2010
MetLife April 2001 - April 2006
Skills
Health Insurance, Insurance, Property & Casualty...
Education
University of Northern Iowa 1997 — 1999
Bachelor of Applied Science (BASc), Marketing
Simpson College
University of Northern Iowa
B.S, Marketing
Patcharapa Chiwarak's Wells Fargo Advisors Experience February 2013 - May 2013
Job Financial Services
Industry Financial Services
Experience
Charles Schwab July 2013 - Present
Wells Fargo Advisors February 2013 - May 2013
JPMorgan Chase & Co. May 2011 - February 2013
Education
San Francisco State University 2006 — 2010
Master of Business Administration (M.B.A.), Finance
San Francisco State University 2003 — 2006
Bachelor of Science (B.S.), Marketing
Charles Schwab July 2013 - Present
Wells Fargo Advisors February 2013 - May 2013
JPMorgan Chase & Co. May 2011 - February 2013
Education
San Francisco State University 2006 — 2010
Master of Business Administration (M.B.A.), Finance
San Francisco State University 2003 — 2006
Bachelor of Science (B.S.), Marketing
Karen Zaramba's Wells Fargo Advisors Experience September 2005 - September 2009
Job Senior Financial Planner at Charter Oak Capital Management
Industry Financial Services
Experience
Charter Oak Capital Management March 2011 - Present
Capital L September 2009 - March 2011
Wells Fargo Advisors September 2005 - September 2009
Education
Villanova University 1980 — 1984
Bachelor of Science (BS), Business Administration
Seton Hall University
Master of Business Administration (MBA)
Charter Oak Capital Management March 2011 - Present
Capital L September 2009 - March 2011
Wells Fargo Advisors September 2005 - September 2009
Education
Villanova University 1980 — 1984
Bachelor of Science (BS), Business Administration
Seton Hall University
Master of Business Administration (MBA)
John Giokaris's Wells Fargo Advisors Experience December 1988 - Present
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 1988 - Present
Wells Fargo Advisors August 1980 - Present
Bateman Eichler Hill Richards April 1980 - December 1988
Skills
Wealth Management, Retirement Planning
Education
San Diego State University-California State University 1974 — 1977
Marketing
Wells Fargo Advisors December 1988 - Present
Wells Fargo Advisors August 1980 - Present
Bateman Eichler Hill Richards April 1980 - December 1988
Skills
Wealth Management, Retirement Planning
Education
San Diego State University-California State University 1974 — 1977
Marketing
Patrick Pacillo's Wells Fargo Advisors Experience February 2009 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
SmithBarney June 2000 - February 2009
Merrill Lynch June 1994 - June 2000
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Investments, Retirement, Series 63, Investment Advisory, Asset Allocation, Strategic Financial..., Portfolio Management, Financial Advisory
Education
Rutherford High School
Seton Hall University
Wells Fargo Advisors February 2009 - Present
SmithBarney June 2000 - February 2009
Merrill Lynch June 1994 - June 2000
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Investments, Retirement, Series 63, Investment Advisory, Asset Allocation, Strategic Financial..., Portfolio Management, Financial Advisory
Education
Rutherford High School
Seton Hall University
MARK L. GUARINO III's Wells Fargo Advisors Experience June 2007 - Present
Job First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2007 - Present
RBC Wealth Management January 1990 - June 2007
Skills
Investments, Securities, Financial Advisory, Investment Strategies, Financial Services, Portfolio Management, Finance, Uniform Combined State...
Education
Seton Hall University 1979 — 1983
Bachelor's Degree, Economics
Wells Fargo Advisors June 2007 - Present
RBC Wealth Management January 1990 - June 2007
Skills
Investments, Securities, Financial Advisory, Investment Strategies, Financial Services, Portfolio Management, Finance, Uniform Combined State...
Education
Seton Hall University 1979 — 1983
Bachelor's Degree, Economics
Moira Cowan's Wells Fargo Advisors Experience December 2005 - October 2013
Job Unemployed
Industry
Experience
HFH, LLC December 2013 - Present
Wells Fargo Advisors December 2005 - October 2013
Advest, Inc. May 2002 - December 2005
Education
Santa Barbara City College 1994 — 1996
HFH, LLC December 2013 - Present
Wells Fargo Advisors December 2005 - October 2013
Advest, Inc. May 2002 - December 2005
Education
Santa Barbara City College 1994 — 1996
Andrew Rinehart's Wells Fargo Advisors Experience July 2014 - Present
Job Business Banking Specialist / Brokerage Associate Wells Fargo
Industry Banking
Experience
Wells Fargo July 2015 - Present
Wells Fargo Advisors July 2014 - Present
Wells Fargo August 2012 - July 2015
SunTrust May 2011 - August 2012
RimTyme July 2010 - May 2011
Aaron's, Inc March 2009 - July 2010
Wachovia Bank April 2008 - November 2008
Wells Fargo Financial July 2006 - April 2008
Regions Financial Corporation January 2005 - July 2006
Skills
Banking, Credit, Loans, Customer Service, Finance, Financial Services, Loan Origination, Commercial Banking, Sales, Retail Banking, Lines Of Credit
Education
Troy University 2001 — 2003
Business/Managerial Economics / Political Science
Sandhills Community College 1997 — 1999
International Business / Political Science
Wells Fargo July 2015 - Present
Wells Fargo Advisors July 2014 - Present
Wells Fargo August 2012 - July 2015
SunTrust May 2011 - August 2012
RimTyme July 2010 - May 2011
Aaron's, Inc March 2009 - July 2010
Wachovia Bank April 2008 - November 2008
Wells Fargo Financial July 2006 - April 2008
Regions Financial Corporation January 2005 - July 2006
Skills
Banking, Credit, Loans, Customer Service, Finance, Financial Services, Loan Origination, Commercial Banking, Sales, Retail Banking, Lines Of Credit
Education
Troy University 2001 — 2003
Business/Managerial Economics / Political Science
Sandhills Community College 1997 — 1999
International Business / Political Science
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors, LLC
Raytheon Missile Systems
Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
Pershing
NEC Corporation of America